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 | $11,429 | $159,602-92.8% | $150,045-92.4% | $142,382-92.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.27% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,518 | $4,961-69.4% | $4,693-67.7% | $4,299-64.7% |
| Participant deferral / active EE | $2,793 | $8,310-66.4% | $7,997-65.1% | $6,507-57.1% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |