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 5-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 | $24,250 | $214,378-88.7% | $200,582-87.9% | $142,382-83.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 15.73% | 46.41%-30.7pp | 42.33%-26.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,075 | $6,841-69.7% | $6,419-67.7% | $4,299-51.7% |
| Participant deferral / active EE | $3,395 | $9,865-65.6% | $9,331-63.6% | $6,507-47.8% |
| Admin fee / account holder | $32 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |