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 | $12,613 | $132,634-90.5% | $115,768-89.1% | $137,256-90.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 25.43% | 160.70%-135.3pp | 100.46%-75.0pp | 220.34%-194.9pp |
| Employer contribution / active EE | $1,479 | $3,360-56.0% | $2,940-49.7% | $4,156-64.4% |
| Participant deferral / active EE | $3,177 | $5,619-43.5% | $4,917-35.4% | $6,407-50.4% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |