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 6-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 | $8,435 | $153,772-94.5% | $133,980-93.7% | $273,961-96.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.25% | 36.51%-25.3pp | 29.30%-18.0pp | 41.45%-30.2pp |
| Employer contribution / active EE | $3,669 | $6,029-39.1% | $5,211-29.6% | $4,869-24.6% |
| Participant deferral / active EE | $5,390 | $6,958-22.5% | $6,282-14.2% | $5,287+1.9% |
| Admin fee / account holder | $42 | $11,765-99.6% | $9,324-99.6% | $10,132-99.6% |