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 | $18,708 | $180,449-89.6% | $154,107-87.9% | $135,375-86.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.72% | 888.09%-886.4pp | 735.12%-733.4pp | 519.73%-518.0pp |
| Employer contribution / active EE | $5,368 | $6,035-11.1% | $5,298+1.3% | $4,779+12.3% |
| Participant deferral / active EE | $4,920 | $5,806-15.3% | $5,081-3.2% | $5,609-12.3% |
| Admin fee / account holder | $238 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |