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 | $15,085 | $117,841-87.2% | $102,423-85.3% | $145,922-89.7% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 20.49% | 31.65%-11.2pp | 29.32%-8.8pp | 561.29%-540.8pp |
| Employer contribution / active EE | $3,491 | $3,615-3.4% | $3,023+15.5% | $4,660-25.1% |
| Participant deferral / active EE | $4,288 | $5,731-25.2% | $5,053-15.1% | $6,688-35.9% |
| Admin fee / account holder | $69 | $13,326-99.5% | $9,451-99.3% | $13,397-99.5% |