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 | $17,412 | $165,335-89.5% | $149,696-88.4% | $158,922-89.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.75% | 348.15%-337.4pp | 276.60%-265.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,695 | $5,103-66.8% | $4,644-63.5% | $4,761-64.4% |
| Participant deferral / active EE | $9,525 | $7,181+32.6% | $6,842+39.2% | $5,982+59.2% |
| Admin fee / account holder | $300 | $10,807-97.2% | $9,309-96.8% | $11,246-97.3% |