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 | $20,950 | $165,984-87.4% | $164,813-87.3% | $145,922-85.6% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 12.48% | 100.03%-87.6pp | 69.93%-57.5pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,684 | $5,273-68.1% | $4,341-61.2% | $4,660-63.9% |
| Participant deferral / active EE | $5,861 | $6,959-15.8% | $6,031-2.8% | $6,688-12.4% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |