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 | $16,279 | $209,336-92.2% | $197,124-91.7% | $137,256-88.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 28.61% | 48.09%-19.5pp | 44.34%-15.7pp | 220.34%-191.7pp |
| Employer contribution / active EE | $1,983 | $6,591-69.9% | $6,227-68.2% | $4,156-52.3% |
| Participant deferral / active EE | $8,729 | $9,614-9.2% | $9,135-4.4% | $6,407+36.2% |
| Admin fee / account holder | $46 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |