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 | $8,721 | $148,534-94.1% | $135,903-93.6% | $139,434-93.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.41% | 79.19%-52.8pp | 68.23%-41.8pp | 372.94%-346.5pp |
| Employer contribution / active EE | $1,899 | $5,243-63.8% | $4,856-60.9% | $4,751-60.0% |
| Participant deferral / active EE | $4,156 | $8,100-48.7% | $7,758-46.4% | $6,710-38.1% |
| Admin fee / account holder | $283 | $12,400-97.7% | $10,762-97.4% | $11,403-97.5% |