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 | $11,012 | $214,378-94.9% | $200,582-94.5% | $142,382-92.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 32.29% | 46.41%-14.1pp | 42.33%-10.0pp | 217.08%-184.8pp |
| Employer contribution / active EE | $2,035 | $6,841-70.3% | $6,419-68.3% | $4,299-52.7% |
| Participant deferral / active EE | $4,458 | $9,865-54.8% | $9,331-52.2% | $6,507-31.5% |
| Admin fee / account holder | $46 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |