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 | $27,882 | $209,411-86.7% | $178,490-84.4% | $158,922-82.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.37% | 188.75%-165.4pp | 151.07%-127.7pp | 302.83%-279.5pp |
| Employer contribution / active EE | $2,211 | $5,706-61.3% | $5,011-55.9% | $4,761-53.6% |
| Participant deferral / active EE | $11,252 | $5,954+89.0% | $5,202+116.3% | $5,982+88.1% |
| Admin fee / account holder | $80 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |