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 8-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 | $13,498 | $149,734-91.0% | $118,925-88.6% | $158,922-91.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 75.4%+8.0pp | 82.0%+1.4pp |
| Annual return | 21.76% | 19.95%+1.8pp | 35.88%-14.1pp | 302.83%-281.1pp |
| Employer contribution / active EE | $2,112 | $4,115-48.7% | $3,263-35.3% | $4,761-55.7% |
| Participant deferral / active EE | $2,164 | $5,223-58.6% | $4,265-49.3% | $5,982-63.8% |
| Admin fee / account holder | $238 | $8,603-97.2% | $6,581-96.4% | $11,246-97.9% |