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 | $12,942 | $154,228-91.6% | $145,433-91.1% | $137,256-90.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.57% | 74.59%-46.0pp | 66.58%-38.0pp | 220.34%-191.8pp |
| Employer contribution / active EE | $1,563 | $4,804-67.5% | $4,554-65.7% | $4,156-62.4% |
| Participant deferral / active EE | $3,476 | $8,216-57.7% | $7,897-56.0% | $6,407-45.7% |
| Admin fee / account holder | $117 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |