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 | $13,989 | $165,335-91.5% | $149,696-90.7% | $158,922-91.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.01% | 348.15%-320.1pp | 276.60%-248.6pp | 302.83%-274.8pp |
| Employer contribution / active EE | $1,406 | $5,103-72.5% | $4,644-69.7% | $4,761-70.5% |
| Participant deferral / active EE | $4,727 | $7,181-34.2% | $6,842-30.9% | $5,982-21.0% |
| Admin fee / account holder | $88 | $10,807-99.2% | $9,309-99.1% | $11,246-99.2% |