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 | $8,600 | $172,111-95.0% | $150,298-94.3% | $137,256-93.7% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 32.74% | 69.37%-36.6pp | 62.79%-30.0pp | 220.34%-187.6pp |
| Employer contribution / active EE | $1,951 | $4,636-57.9% | $4,154-53.0% | $4,156-53.1% |
| Participant deferral / active EE | $3,670 | $6,166-40.5% | $5,453-32.7% | $6,407-42.7% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |