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 5-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 | $23,655 | $185,822-87.3% | $169,993-86.1% | $139,434-83.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.77% | 60.50%-41.7pp | 53.37%-34.6pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,531 | $7,590-66.6% | $6,785-62.7% | $4,751-46.7% |
| Participant deferral / active EE | $4,140 | $11,622-64.4% | $10,408-60.2% | $6,710-38.3% |
| Admin fee / account holder | $33 | $15,381-99.8% | $12,815-99.7% | $11,403-99.7% |