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 8-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 | $22,012 | $165,335-86.7% | $149,696-85.3% | $158,922-86.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 114.25% | 348.15%-233.9pp | 276.60%-162.4pp | 302.83%-188.6pp |
| Employer contribution / active EE | $6,621 | $5,103+29.8% | $4,644+42.6% | $4,761+39.1% |
| Participant deferral / active EE | $9,161 | $7,181+27.6% | $6,842+33.9% | $5,982+53.1% |
| Admin fee / account holder | $79 | $10,807-99.3% | $9,309-99.1% | $11,246-99.3% |