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 4-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 | $14,462 | $148,534-90.3% | $135,903-89.4% | $139,434-89.6% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 29.28% | 79.19%-49.9pp | 68.23%-38.9pp | 372.94%-343.7pp |
| Employer contribution / active EE | $2,111 | $5,243-59.7% | $4,856-56.5% | $4,751-55.6% |
| Participant deferral / active EE | $4,526 | $8,100-44.1% | $7,758-41.7% | $6,710-32.5% |
| Admin fee / account holder | $292 | $12,400-97.6% | $10,762-97.3% | $11,403-97.4% |