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 | $17,208 | $198,466-91.3% | $170,442-89.9% | $147,584-88.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 31.33% | 257.29%-226.0pp | 205.93%-174.6pp | 578.55%-547.2pp |
| Employer contribution / active EE | $2,882 | $6,184-53.4% | $5,433-47.0% | $4,876-40.9% |
| Participant deferral / active EE | $5,269 | $5,629-6.4% | $4,939+6.7% | $5,439-3.1% |
| Admin fee / account holder | $25 | $16,852-99.9% | $13,880-99.8% | $10,885-99.8% |