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 5-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 | $9,526 | $154,228-93.8% | $145,433-93.4% | $137,256-93.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.75% | 74.59%-48.8pp | 66.58%-40.8pp | 220.34%-194.6pp |
| Employer contribution / active EE | $2,276 | $4,804-52.6% | $4,554-50.0% | $4,156-45.2% |
| Participant deferral / active EE | $2,930 | $8,216-64.3% | $7,897-62.9% | $6,407-54.3% |
| Admin fee / account holder | $131 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |