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 | $23,066 | $98,750-76.6% | $149,696-84.6% | $79,858-71.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 22.45% | 27.43%-5.0pp | 276.60%-254.2pp | 31.71%-9.3pp |
| Employer contribution / active EE | $1,763 | $3,216-45.2% | $4,644-62.0% | $2,471-28.7% |
| Participant deferral / active EE | $4,045 | $5,680-28.8% | $6,842-40.9% | $3,740+8.2% |
| Admin fee / account holder | $243 | $6,053-96.0% | $9,309-97.4% | $5,306-95.4% |