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 7-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 | $15,146 | $176,056-91.4% | $159,436-90.5% | $167,490-91.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.67% | 331.75%-310.1pp | 263.57%-241.9pp | 478.56%-456.9pp |
| Employer contribution / active EE | $2,945 | $5,297-44.4% | $4,829-39.0% | $4,837-39.1% |
| Participant deferral / active EE | $3,740 | $7,750-51.7% | $7,352-49.1% | $6,341-41.0% |
| Admin fee / account holder | $2 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |