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 | $32,510 | $198,466-83.6% | $170,442-80.9% | $147,584-78.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 26.56% | 257.29%-230.7pp | 205.93%-179.4pp | 578.55%-552.0pp |
| Employer contribution / active EE | $2,701 | $6,184-56.3% | $5,433-50.3% | $4,876-44.6% |
| Participant deferral / active EE | $4,145 | $5,629-26.4% | $4,939-16.1% | $5,439-23.8% |
| Admin fee / account holder | $233 | $16,852-98.6% | $13,880-98.3% | $10,885-97.9% |