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 7-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 | $17,470 | $89,355-80.4% | $141,162-87.6% | $72,985-76.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 29.56% | 111.85%-82.3pp | 71.39%-41.8pp | 81.00%-51.4pp |
| Employer contribution / active EE | $4,286 | $3,114+37.6% | $4,735-9.5% | $2,440+75.7% |
| Participant deferral / active EE | $6,443 | $5,418+18.9% | $6,709-4.0% | $3,607+78.6% |
| Admin fee / account holder | $139 | $5,958-97.7% | $10,261-98.6% | $5,124-97.3% |