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 4-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 | $18,992 | $185,822-89.8% | $169,993-88.8% | $139,434-86.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 32.47% | 60.50%-28.0pp | 53.37%-20.9pp | 372.94%-340.5pp |
| Employer contribution / active EE | $1,860 | $7,590-75.5% | $6,785-72.6% | $4,751-60.8% |
| Participant deferral / active EE | $8,389 | $11,622-27.8% | $10,408-19.4% | $6,710+25.0% |
| Admin fee / account holder | $91 | $15,381-99.4% | $12,815-99.3% | $11,403-99.2% |