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 | $12,819 | $197,591-93.5% | $177,821-92.8% | $158,922-91.9% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 23.01% | 58.76%-35.7pp | 48.32%-25.3pp | 302.83%-279.8pp |
| Employer contribution / active EE | $1,463 | $6,697-78.2% | $5,918-75.3% | $4,761-69.3% |
| Participant deferral / active EE | $3,743 | $8,405-55.5% | $7,714-51.5% | $5,982-37.4% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |