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 | $26,038 | $152,587-82.9% | $125,175-79.2% | $152,861-83.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 26.15% | 54.84%-28.7pp | 43.79%-17.6pp | 345.32%-319.2pp |
| Employer contribution / active EE | $2,557 | $4,946-48.3% | $3,865-33.8% | $4,762-46.3% |
| Participant deferral / active EE | $3,295 | $5,868-43.9% | $4,937-33.3% | $5,850-43.7% |
| Admin fee / account holder | $192 | $13,434-98.6% | $9,702-98.0% | $11,596-98.3% |