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 | $9,332 | $179,726-94.8% | $156,263-94.0% | $142,382-93.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 45.06% | 77.86%-32.8pp | 59.47%-14.4pp | 217.08%-172.0pp |
| Employer contribution / active EE | $3,079 | $5,069-39.3% | $4,333-28.9% | $4,299-28.4% |
| Participant deferral / active EE | $3,862 | $6,956-44.5% | $6,158-37.3% | $6,507-40.6% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |