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 | $14,246 | $110,257-87.1% | $96,544-85.2% | $139,434-89.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 27.90% | 26.32%+1.6pp | 25.84%+2.1pp | 372.94%-345.0pp |
| Employer contribution / active EE | $1,953 | $3,620-46.0% | $2,965-34.1% | $4,751-58.9% |
| Participant deferral / active EE | $5,408 | $5,548-2.5% | $4,851+11.5% | $6,710-19.4% |
| Admin fee / account holder | $21 | $11,591-99.8% | $8,252-99.7% | $11,403-99.8% |