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 | $5,395 | $127,264-95.8% | $109,895-95.1% | $167,490-96.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 17.59% | 22.97%-5.4pp | 29.45%-11.9pp | 478.56%-461.0pp |
| Employer contribution / active EE | $1,398 | $3,322-57.9% | $2,842-50.8% | $4,837-71.1% |
| Participant deferral / active EE | $2,110 | $4,514-53.3% | $4,048-47.9% | $6,341-66.7% |
| Admin fee / account holder | $88 | $7,114-98.8% | $6,066-98.5% | $12,309-99.3% |