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 | $7,048 | $111,754-93.7% | $103,333-93.2% | $145,922-95.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.06% | 24.77%-3.7pp | 24.88%-3.8pp | 561.29%-540.2pp |
| Employer contribution / active EE | $1,273 | $4,212-69.8% | $3,868-67.1% | $4,660-72.7% |
| Participant deferral / active EE | $3,817 | $5,619-32.1% | $5,057-24.5% | $6,688-42.9% |
| Admin fee / account holder | $274 | $9,750-97.2% | $8,355-96.7% | $13,397-98.0% |