See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,406 | $94,625-85.8% | $116,228-88.5% | $84,808-84.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 21.22% | 20.40%+0.8pp | 90.06%-68.8pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,000 | $2,347-57.4% | $2,994-66.6% | $2,631-62.0% |
| Participant deferral / active EE | $2,447 | $3,972-38.4% | $4,953-50.6% | $4,212-41.9% |
| Admin fee / account holder | $232 | $10,091-97.7% | $11,989-98.1% | $7,344-96.8% |