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 | $13,255 | $172,478-92.3% | $145,661-90.9% | $142,382-90.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 37.88% | 151.09%-113.2pp | 101.46%-63.6pp | 217.08%-179.2pp |
| Employer contribution / active EE | $1,407 | $4,899-71.3% | $4,238-66.8% | $4,299-67.3% |
| Participant deferral / active EE | $5,018 | $8,348-39.9% | $7,198-30.3% | $6,507-22.9% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |