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 | $23,837 | $109,881-78.3% | $150,045-84.1% | $84,808-71.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 40.48% | 28.25%+12.2pp | 62.55%-22.1pp | 40.90%-0.4pp |
| Employer contribution / active EE | $2,213 | $3,561-37.8% | $4,693-52.8% | $2,631-15.9% |
| Participant deferral / active EE | $4,989 | $6,636-24.8% | $7,997-37.6% | $4,212+18.5% |
| Admin fee / account holder | $141 | $8,568-98.4% | $13,435-98.9% | $7,344-98.1% |