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 | $8,147 | $111,754-92.7% | $103,333-92.1% | $145,922-94.4% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 36.59% | 24.77%+11.8pp | 24.88%+11.7pp | 561.29%-524.7pp |
| Employer contribution / active EE | $1,208 | $4,212-71.3% | $3,868-68.8% | $4,660-74.1% |
| Participant deferral / active EE | $3,355 | $5,619-40.3% | $5,057-33.7% | $6,688-49.8% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |