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 | $22,963 | $105,181-78.2% | $159,436-85.6% | $85,850-73.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 20.21% | 45.07%-24.9pp | 263.57%-243.4pp | 318.53%-298.3pp |
| Employer contribution / active EE | $3,667 | $3,318+10.5% | $4,829-24.1% | $2,565+43.0% |
| Participant deferral / active EE | $6,173 | $5,945+3.8% | $7,352-16.0% | $3,952+56.2% |
| Admin fee / account holder | $145 | $6,933-97.9% | $10,799-98.7% | $6,260-97.7% |