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 5-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 | $16,279 | $214,378-92.4% | $200,582-91.9% | $142,382-88.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 28.61% | 46.41%-17.8pp | 42.33%-13.7pp | 217.08%-188.5pp |
| Employer contribution / active EE | $1,983 | $6,841-71.0% | $6,419-69.1% | $4,299-53.9% |
| Participant deferral / active EE | $8,729 | $9,865-11.5% | $9,331-6.5% | $6,507+34.1% |
| Admin fee / account holder | $46 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |