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 | $13,144 | $154,228-91.5% | $145,433-91.0% | $137,256-90.4% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 20.00% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,199 | $4,804-54.2% | $4,554-51.7% | $4,156-47.1% |
| Participant deferral / active EE | $3,877 | $8,216-52.8% | $7,897-50.9% | $6,407-39.5% |
| Admin fee / account holder | $230 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |