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 | $47,641 | $362,131-86.8% | $285,549-83.3% | $357,791-86.7% |
| Participation rate | 100.0% | 89.8%+10.2pp | 83.2%+16.8pp | 85.6%+14.4pp |
| Annual return | 18.17% | 5.08%+13.1pp | 7.15%+11.0pp | 396.79%-378.6pp |
| Employer contribution / active EE | $3,416 | $5,952-42.6% | $5,022-32.0% | $7,508-54.5% |
| Participant deferral / active EE | $14,809 | $5,478+170.3% | $4,549+225.5% | $5,521+168.2% |
| Admin fee / account holder | $17 | $16,774-99.9% | $13,934-99.9% | $28,387-99.9% |