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 | $9,597 | $89,753-89.3% | $107,525-91.1% | $84,808-88.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 19.51% | 29.48%-10.0pp | 181.32%-161.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $3,255 | $3,113+4.5% | $3,754-13.3% | $2,631+23.7% |
| Participant deferral / active EE | $2,905 | $4,056-28.4% | $5,116-43.2% | $4,212-31.0% |
| Admin fee / account holder | $265 | $7,222-96.3% | $8,919-97.0% | $7,344-96.4% |