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 | $8,193 | $148,534-94.5% | $135,903-94.0% | $139,434-94.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 42.82% | 79.19%-36.4pp | 68.23%-25.4pp | 372.94%-330.1pp |
| Employer contribution / active EE | $1,980 | $5,243-62.2% | $4,856-59.2% | $4,751-58.3% |
| Participant deferral / active EE | $3,672 | $8,100-54.7% | $7,758-52.7% | $6,710-45.3% |
| Admin fee / account holder | $83 | $12,400-99.3% | $10,762-99.2% | $11,403-99.3% |