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 | $29,593 | $197,591-85.0% | $177,821-83.4% | $158,922-81.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.47% | 58.76%-41.3pp | 48.32%-30.9pp | 302.83%-285.4pp |
| Employer contribution / active EE | $5,547 | $6,697-17.2% | $5,918-6.3% | $4,761+16.5% |
| Participant deferral / active EE | $9,480 | $8,405+12.8% | $7,714+22.9% | $5,982+58.5% |
| Admin fee / account holder | $6 | $15,399-100.0% | $12,427-100.0% | $11,246-99.9% |