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 5-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 | $11,770 | $114,237-89.7% | $119,258-90.1% | $167,490-93.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 0.00% | 29.87%-29.9pp | 30.69%-30.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,486 | $4,481-66.8% | $4,384-66.1% | $4,837-69.3% |
| Participant deferral / active EE | $9,274 | $6,084+52.4% | $6,111+51.8% | $6,341+46.3% |
| Admin fee / account holder | $10 | $8,932-99.9% | $7,226-99.9% | $12,309-99.9% |