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 3-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 | $17,273 | $179,726-90.4% | $156,263-88.9% | $142,382-87.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 24.72% | 77.86%-53.1pp | 59.47%-34.7pp | 217.08%-192.4pp |
| Employer contribution / active EE | $3,013 | $5,069-40.6% | $4,333-30.5% | $4,299-29.9% |
| Participant deferral / active EE | $3,546 | $6,956-49.0% | $6,158-42.4% | $6,507-45.5% |
| Admin fee / account holder | $205 | $17,272-98.8% | $14,255-98.6% | $12,624-98.4% |