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 | $7,560 | $228,332-96.7% | $185,823-95.9% | $158,922-95.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.27% | 40.80%-21.5pp | 35.95%-16.7pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,147 | $4,967-76.9% | $4,087-71.9% | $4,761-75.9% |
| Participant deferral / active EE | $2,733 | $6,415-57.4% | $5,632-51.5% | $5,982-54.3% |
| Admin fee / account holder | $44 | $11,864-99.6% | $9,500-99.5% | $11,246-99.6% |