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 | $11,214 | $183,519-93.9% | $155,509-92.8% | $145,922-92.3% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 31.09% | 61.17%-30.1pp | 64.67%-33.6pp | 561.29%-530.2pp |
| Employer contribution / active EE | $2,674 | $5,313-49.7% | $4,672-42.8% | $4,660-42.6% |
| Participant deferral / active EE | $2,846 | $6,462-56.0% | $5,626-49.4% | $6,688-57.4% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |