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 | $13,164 | $154,228-91.5% | $145,433-90.9% | $137,256-90.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.03% | 74.59%-53.6pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,509 | $4,804-47.8% | $4,554-44.9% | $4,156-39.6% |
| Participant deferral / active EE | $7,200 | $8,216-12.4% | $7,897-8.8% | $6,407+12.4% |
| Admin fee / account holder | $183 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |