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 | $27,477 | $198,466-86.2% | $170,442-83.9% | $147,584-81.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.40% | 257.29%-242.9pp | 205.93%-191.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $3,844 | $6,184-37.8% | $5,433-29.2% | $4,876-21.2% |
| Participant deferral / active EE | $3,194 | $5,629-43.3% | $4,939-35.3% | $5,439-41.3% |
| Admin fee / account holder | $177 | $16,852-98.9% | $13,880-98.7% | $10,885-98.4% |