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 | $6,640 | $172,111-96.1% | $150,298-95.6% | $137,256-95.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 29.53% | 69.37%-39.8pp | 62.79%-33.3pp | 220.34%-190.8pp |
| Employer contribution / active EE | $941 | $4,636-79.7% | $4,154-77.3% | $4,156-77.4% |
| Participant deferral / active EE | $2,332 | $6,166-62.2% | $5,453-57.2% | $6,407-63.6% |
| Admin fee / account holder | $102 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |