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 | $14,872 | $71,057-79.1% | $93,654-84.1% | $80,874-81.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 22.25% | 11.26%+11.0pp | 133.34%-111.1pp | 35.62%-13.4pp |
| Employer contribution / active EE | $1,370 | $1,564-12.4% | $2,421-43.4% | $2,756-50.3% |
| Participant deferral / active EE | $2,748 | $4,034-31.9% | $4,413-37.7% | $4,297-36.0% |
| Admin fee / account holder | $151 | $6,944-97.8% | $8,282-98.2% | $6,935-97.8% |