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 | $8,748 | $154,117-94.3% | $129,995-93.3% | $139,434-93.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 24.03% | 32.48%-8.4pp | -137.18%+161.2pp | 372.94%-348.9pp |
| Employer contribution / active EE | $6,923 | $5,289+30.9% | $4,320+60.3% | $4,751+45.7% |
| Participant deferral / active EE | $4,197 | $6,710-37.5% | $5,820-27.9% | $6,710-37.5% |
| Admin fee / account holder | $269 | $14,007-98.1% | $10,614-97.5% | $11,403-97.6% |