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 5-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 | $19,535 | $80,968-75.9% | $96,544-79.8% | $75,163-74.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 23.71% | 27.06%-3.4pp | 25.84%-2.1pp | 160.62%-136.9pp |
| Employer contribution / active EE | $4,313 | $2,282+89.0% | $2,965+45.5% | $2,670+61.5% |
| Participant deferral / active EE | $5,935 | $3,928+51.1% | $4,851+22.4% | $4,125+43.9% |
| Admin fee / account holder | $0 | $6,724-100.0% | $8,252-100.0% | $5,651-100.0% |