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 | $6,800 | $163,101-95.8% | $136,749-95.0% | $142,382-95.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.97% | 27.54%-15.6pp | 24.33%-12.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,581 | $4,117-61.6% | $3,400-53.5% | $4,299-63.2% |
| Participant deferral / active EE | $2,097 | $5,585-62.5% | $4,692-55.3% | $6,507-67.8% |
| Admin fee / account holder | $48 | $14,318-99.7% | $11,386-99.6% | $12,624-99.6% |