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 | $14,856 | $132,634-88.8% | $115,768-87.2% | $137,256-89.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 20.61% | 160.70%-140.1pp | 100.46%-79.8pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,695 | $3,360-49.6% | $2,940-42.3% | $4,156-59.2% |
| Participant deferral / active EE | $2,841 | $5,619-49.4% | $4,917-42.2% | $6,407-55.7% |
| Admin fee / account holder | $88 | $15,028-99.4% | $12,439-99.3% | $12,270-99.3% |