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 | $8,360 | $94,625-91.2% | $116,228-92.8% | $84,808-90.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 20.82% | 20.40%+0.4pp | 90.06%-69.2pp | 40.90%-20.1pp |
| Employer contribution / active EE | $740 | $2,347-68.5% | $2,994-75.3% | $2,631-71.9% |
| Participant deferral / active EE | $3,011 | $3,972-24.2% | $4,953-39.2% | $4,212-28.5% |
| Admin fee / account holder | $39 | $10,091-99.6% | $11,989-99.7% | $7,344-99.5% |