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 | $22,334 | $201,259-88.9% | $184,200-87.9% | $145,959-84.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.46% | 28.98%-4.5pp | 28.80%-4.3pp | 561.95%-537.5pp |
| Employer contribution / active EE | $2,568 | $7,018-63.4% | $6,424-60.0% | $4,661-44.9% |
| Participant deferral / active EE | $5,507 | $9,806-43.8% | $9,132-39.7% | $6,689-17.7% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |