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 4-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 | $10,638 | $110,257-90.4% | $96,544-89.0% | $139,434-92.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 30.09% | 26.32%+3.8pp | 25.84%+4.3pp | 372.94%-342.8pp |
| Employer contribution / active EE | $2,330 | $3,620-35.6% | $2,965-21.4% | $4,751-50.9% |
| Participant deferral / active EE | $3,659 | $5,548-34.1% | $4,851-24.6% | $6,710-45.5% |
| Admin fee / account holder | $40 | $11,591-99.7% | $8,252-99.5% | $11,403-99.7% |