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 | $4,570 | $106,515-95.7% | $96,683-95.3% | $139,434-96.7% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 44.84% | 38.43%+6.4pp | 35.69%+9.1pp | 372.94%-328.1pp |
| Employer contribution / active EE | $1,415 | $4,103-65.5% | $3,737-62.1% | $4,751-70.2% |
| Participant deferral / active EE | $2,539 | $5,454-53.5% | $4,878-48.0% | $6,710-62.2% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |