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 | $14,029 | $110,257-87.3% | $96,544-85.5% | $139,434-89.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 62.87% | 26.32%+36.6pp | 25.84%+37.0pp | 372.94%-310.1pp |
| Employer contribution / active EE | $1,300 | $3,620-64.1% | $2,965-56.2% | $4,751-72.6% |
| Participant deferral / active EE | $8,262 | $5,548+48.9% | $4,851+70.3% | $6,710+23.1% |
| Admin fee / account holder | $250 | $11,591-97.8% | $8,252-97.0% | $11,403-97.8% |