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 7-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 | $22,007 | $118,680-81.5% | $98,907-77.7% | $158,922-86.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 45.64% | 372.35%-326.7pp | 196.43%-150.8pp | 302.83%-257.2pp |
| Employer contribution / active EE | $2,509 | $3,333-24.7% | $2,689-6.7% | $4,761-47.3% |
| Participant deferral / active EE | $7,058 | $5,088+38.7% | $4,244+66.3% | $5,982+18.0% |
| Admin fee / account holder | $122 | $10,131-98.8% | $6,642-98.2% | $11,246-98.9% |