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 | $15,526 | $93,571-83.4% | $135,903-88.6% | $75,163-79.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 27.59% | 30.90%-3.3pp | 68.23%-40.6pp | 160.62%-133.0pp |
| Employer contribution / active EE | $2,792 | $3,537-21.1% | $4,856-42.5% | $2,670+4.6% |
| Participant deferral / active EE | $6,947 | $6,404+8.5% | $7,758-10.4% | $4,125+68.4% |
| Admin fee / account holder | $201 | $6,975-97.1% | $10,762-98.1% | $5,651-96.4% |