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 | $5,421 | $97,125-94.4% | $86,233-93.7% | $137,256-96.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 23.68% | 74.19%-50.5pp | 61.39%-37.7pp | 220.34%-196.7pp |
| Employer contribution / active EE | $815 | $2,841-71.3% | $2,504-67.5% | $4,156-80.4% |
| Participant deferral / active EE | $2,608 | $5,180-49.7% | $4,559-42.8% | $6,407-59.3% |
| Admin fee / account holder | $109 | $9,725-98.9% | $8,342-98.7% | $12,270-99.1% |