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 7-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 | $63,849 | $669,896-90.5% | $62,624+2.0% | $669,896-90.5% |
| Participation rate | 100.0% | 90.5%+9.5pp | 88.9%+11.1pp | 90.5%+9.5pp |
| Annual return | 15.53% | 11.25%+4.3pp | 11.31%+4.2pp | 11.25%+4.3pp |
| Employer contribution / active EE | $3,904 | $23,407-83.3% | $3,987-2.1% | $23,407-83.3% |
| Participant deferral / active EE | $2,096 | $8,339-74.9% | $4,711-55.5% | $8,339-74.9% |
| Admin fee / account holder | $0 | $52,310-100.0% | $351-100.0% | $52,310-100.0% |