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 6-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 | $28,360 | $176,812-84.0% | $146,665-80.7% | $167,490-83.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.12% | 24.03%-5.9pp | 22.74%-4.6pp | 478.56%-460.4pp |
| Employer contribution / active EE | $2,847 | $5,160-44.8% | $4,136-31.2% | $4,837-41.1% |
| Participant deferral / active EE | $6,274 | $6,440-2.6% | $5,506+14.0% | $6,341-1.1% |
| Admin fee / account holder | $123 | $13,259-99.1% | $10,280-98.8% | $12,309-99.0% |