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 3-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 | $10,891 | $117,841-90.8% | $102,423-89.4% | $145,922-92.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 25.18% | 31.65%-6.5pp | 29.32%-4.1pp | 561.29%-536.1pp |
| Employer contribution / active EE | $3,564 | $3,615-1.4% | $3,023+17.9% | $4,660-23.5% |
| Participant deferral / active EE | $3,564 | $5,731-37.8% | $5,053-29.5% | $6,688-46.7% |
| Admin fee / account holder | $31 | $13,326-99.8% | $9,451-99.7% | $13,397-99.8% |