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 | $18,978 | $127,777-85.1% | $106,548-82.2% | $167,490-88.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 13.82% | 33.87%-20.1pp | 26.80%-13.0pp | 478.56%-464.7pp |
| Employer contribution / active EE | $2,880 | $3,427-16.0% | $2,819+2.2% | $4,837-40.5% |
| Participant deferral / active EE | $13,920 | $5,087+173.6% | $4,398+216.5% | $6,341+119.5% |
| Admin fee / account holder | $61 | $11,228-99.5% | $7,407-99.2% | $12,309-99.5% |