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 9-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 | $74,542 | $362,131-79.4% | $285,549-73.9% | $357,791-79.2% |
| Participation rate | 100.0% | 89.8%+10.2pp | 83.2%+16.8pp | 85.6%+14.4pp |
| Annual return | 17.72% | 5.08%+12.6pp | 7.15%+10.6pp | 396.79%-379.1pp |
| Employer contribution / active EE | $4,381 | $5,952-26.4% | $5,022-12.8% | $7,508-41.6% |
| Participant deferral / active EE | $4,381 | $5,478-20.0% | $4,549-3.7% | $5,521-20.6% |
| Admin fee / account holder | $33 | $16,774-99.8% | $13,934-99.8% | $28,387-99.9% |