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 | $5,018 | $111,814-95.5% | $103,374-95.1% | $145,959-96.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.15% | 24.77%-13.6pp | 24.89%-13.7pp | 561.95%-550.8pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,300 | $5,618-41.3% | $5,058-34.8% | $6,689-50.7% |
| Admin fee / account holder | $293 | $9,754-97.0% | $8,394-96.5% | $13,398-97.8% |