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 | $14,184 | $167,484-91.5% | $151,611-90.6% | $134,475-89.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 3.13% | 7.80%-4.7pp | 3.33%-0.2pp | 417.96%-414.8pp |
| Employer contribution / active EE | $2,075 | $6,829-69.6% | $6,166-66.4% | $4,740-56.2% |
| Participant deferral / active EE | $3,295 | $8,986-63.3% | $8,363-60.6% | $6,400-48.5% |
| Admin fee / account holder | $178 | $13,783-98.7% | $11,616-98.5% | $11,426-98.4% |