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 | $22,447 | $209,336-89.3% | $197,124-88.6% | $137,256-83.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.65% | 48.09%-23.4pp | 44.34%-19.7pp | 220.34%-195.7pp |
| Employer contribution / active EE | $2,517 | $6,591-61.8% | $6,227-59.6% | $4,156-39.4% |
| Participant deferral / active EE | $3,888 | $9,614-59.6% | $9,135-57.4% | $6,407-39.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |