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 | $18,920 | $78,672-76.0% | $109,143-82.7% | $85,850-78.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.52% | 25.09%-10.6pp | 25.75%-11.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $4,871 | $2,735+78.1% | $3,722+30.9% | $2,565+89.9% |
| Participant deferral / active EE | $2,909 | $3,467-16.1% | $4,653-37.5% | $3,952-26.4% |
| Admin fee / account holder | $17 | $5,469-99.7% | $6,752-99.8% | $6,260-99.7% |