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 8-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 | $14,526 | $142,405-89.8% | $115,157-87.4% | $152,861-90.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 41.43% | 41.48%0pp | 35.60%+5.8pp | 345.32%-303.9pp |
| Employer contribution / active EE | $2,704 | $4,010-32.6% | $3,179-14.9% | $4,762-43.2% |
| Participant deferral / active EE | $5,047 | $5,164-2.3% | $4,168+21.1% | $5,850-13.7% |
| Admin fee / account holder | $15 | $8,462-99.8% | $7,088-99.8% | $11,596-99.9% |