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 | $16,448 | $118,450-86.1% | $98,439-83.3% | $139,434-88.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 41.56% | 18.94%+22.6pp | 21.16%+20.4pp | 372.94%-331.4pp |
| Employer contribution / active EE | $3,693 | $3,609+2.3% | $3,048+21.2% | $4,751-22.3% |
| Participant deferral / active EE | $7,719 | $5,392+43.2% | $4,738+62.9% | $6,710+15.0% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |