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 | $10,010 | $180,749-94.5% | $160,784-93.8% | $137,256-92.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 29.94% | 2234.46%-2204.5pp | 1803.92%-1774.0pp | 220.34%-190.4pp |
| Employer contribution / active EE | $1,176 | $4,155-71.7% | $3,733-68.5% | $4,156-71.7% |
| Participant deferral / active EE | $2,146 | $6,844-68.6% | $6,293-65.9% | $6,407-66.5% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |