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 | $25,035 | $150,431-83.4% | $131,982-81.0% | $357,791-93.0% |
| Participation rate | 100.0% | 86.5%+13.5pp | 86.8%+13.2pp | 85.6%+14.4pp |
| Annual return | 24.72% | -6.42%+31.1pp | -4.02%+28.7pp | 396.79%-372.1pp |
| Employer contribution / active EE | $3,756 | $3,938-4.6% | $3,768-0.3% | $7,508-50.0% |
| Participant deferral / active EE | $4,942 | $4,015+23.1% | $3,959+24.8% | $5,521-10.5% |
| Admin fee / account holder | $0 | $8,260-100.0% | $6,995-100.0% | $28,387-100.0% |