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 | $8,290 | $180,749-95.4% | $160,784-94.8% | $137,256-94.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 25.77% | 2234.46%-2208.7pp | 1803.92%-1778.2pp | 220.34%-194.6pp |
| Employer contribution / active EE | $701 | $4,155-83.1% | $3,733-81.2% | $4,156-83.1% |
| Participant deferral / active EE | $1,345 | $6,844-80.3% | $6,293-78.6% | $6,407-79.0% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |