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 | $7,244 | $100,970-92.8% | $96,576-92.5% | $137,256-94.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 34.05% | 38.16%-4.1pp | 38.47%-4.4pp | 220.34%-186.3pp |
| Employer contribution / active EE | $1,405 | $3,809-63.1% | $3,553-60.4% | $4,156-66.2% |
| Participant deferral / active EE | $2,886 | $8,286-65.2% | $7,956-63.7% | $6,407-55.0% |
| Admin fee / account holder | $52 | $11,312-99.5% | $11,381-99.5% | $12,270-99.6% |