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 | $7,270 | $201,272-96.4% | $184,203-96.1% | $145,922-95.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.77% | 29.00%-0.2pp | 28.81%0pp | 561.29%-532.5pp |
| Employer contribution / active EE | $2,484 | $7,022-64.6% | $6,427-61.4% | $4,660-46.7% |
| Participant deferral / active EE | $3,433 | $9,806-65.0% | $9,131-62.4% | $6,688-48.7% |
| Admin fee / account holder | $49 | $16,364-99.7% | $13,901-99.6% | $13,397-99.6% |