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 | $23,273 | $185,822-87.5% | $169,993-86.3% | $139,434-83.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.36% | 60.50%-33.1pp | 53.37%-26.0pp | 372.94%-345.6pp |
| Employer contribution / active EE | $2,054 | $7,590-72.9% | $6,785-69.7% | $4,751-56.8% |
| Participant deferral / active EE | $10,534 | $11,622-9.4% | $10,408+1.2% | $6,710+57.0% |
| Admin fee / account holder | $135 | $15,381-99.1% | $12,815-98.9% | $11,403-98.8% |