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 10-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 | $18,455 | $162,781-88.7% | $133,956-86.2% | $158,922-88.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.37% | 41.94%-24.6pp | 45.09%-27.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $5,692 | $4,975+14.4% | $3,919+45.3% | $4,761+19.6% |
| Participant deferral / active EE | $7,361 | $5,911+24.5% | $5,048+45.8% | $5,982+23.0% |
| Admin fee / account holder | $80 | $11,736-99.3% | $8,927-99.1% | $11,246-99.3% |