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 | $4,854 | $172,111-97.2% | $150,298-96.8% | $137,256-96.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 39.44% | 69.37%-29.9pp | 62.79%-23.3pp | 220.34%-180.9pp |
| Employer contribution / active EE | $1,083 | $4,636-76.6% | $4,154-73.9% | $4,156-73.9% |
| Participant deferral / active EE | $1,728 | $6,166-72.0% | $5,453-68.3% | $6,407-73.0% |
| Admin fee / account holder | $2 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |