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 | $18,179 | $179,726-89.9% | $156,263-88.4% | $142,382-87.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 25.90% | 77.86%-52.0pp | 59.47%-33.6pp | 217.08%-191.2pp |
| Employer contribution / active EE | $3,075 | $5,069-39.3% | $4,333-29.0% | $4,299-28.5% |
| Participant deferral / active EE | $5,525 | $6,956-20.6% | $6,158-10.3% | $6,507-15.1% |
| Admin fee / account holder | $33 | $17,272-99.8% | $14,255-99.8% | $12,624-99.7% |