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 8-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 | $17,561 | $103,376-83.0% | $87,100-79.8% | $152,861-88.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 28.44% | 28.10%+0.3pp | 28.19%+0.2pp | 345.32%-316.9pp |
| Employer contribution / active EE | $2,011 | $3,220-37.6% | $2,521-20.2% | $4,762-57.8% |
| Participant deferral / active EE | $2,809 | $4,778-41.2% | $4,049-30.6% | $5,850-52.0% |
| Admin fee / account holder | $137 | $12,205-98.9% | $7,497-98.2% | $11,596-98.8% |