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 3-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 | $10,919 | $117,983-90.7% | $101,794-89.3% | $142,382-92.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 22.91% | 36.92%-14.0pp | 30.53%-7.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,204 | $2,773-56.6% | $2,289-47.4% | $4,299-72.0% |
| Participant deferral / active EE | $2,976 | $4,714-36.9% | $4,084-27.1% | $6,507-54.3% |
| Admin fee / account holder | $213 | $10,433-98.0% | $8,777-97.6% | $12,624-98.3% |