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 | $21,841 | $214,378-89.8% | $200,582-89.1% | $142,382-84.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.37% | 46.41%-24.0pp | 42.33%-20.0pp | 217.08%-194.7pp |
| Employer contribution / active EE | $2,743 | $6,841-59.9% | $6,419-57.3% | $4,299-36.2% |
| Participant deferral / active EE | $6,011 | $9,865-39.1% | $9,331-35.6% | $6,507-7.6% |
| Admin fee / account holder | $173 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |