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 4-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 | $11,002 | $94,752-88.4% | $112,887-90.3% | $139,434-92.1% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 44.26% | 40.88%+3.4pp | 34.10%+10.2pp | 372.94%-328.7pp |
| Employer contribution / active EE | $2,848 | $4,625-38.4% | $4,563-37.6% | $4,751-40.1% |
| Participant deferral / active EE | $7,592 | $6,512+16.6% | $6,513+16.6% | $6,710+13.1% |
| Admin fee / account holder | $106 | $8,527-98.8% | $7,047-98.5% | $11,403-99.1% |