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 | $9,295 | $177,572-94.8% | $154,803-94.0% | $142,382-93.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 28.67% | 65.07%-36.4pp | 58.88%-30.2pp | 217.08%-188.4pp |
| Employer contribution / active EE | $1,290 | $4,810-73.2% | $4,305-70.0% | $4,299-70.0% |
| Participant deferral / active EE | $2,944 | $6,272-53.1% | $5,540-46.9% | $6,507-54.8% |
| Admin fee / account holder | $100 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |