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 10-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 | $29,989 | $197,591-84.8% | $177,821-83.1% | $158,922-81.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.37% | 58.76%-36.4pp | 48.32%-26.0pp | 302.83%-280.5pp |
| Employer contribution / active EE | $1,665 | $6,697-75.1% | $5,918-71.9% | $4,761-65.0% |
| Participant deferral / active EE | $8,678 | $8,405+3.2% | $7,714+12.5% | $5,982+45.1% |
| Admin fee / account holder | $192 | $15,399-98.8% | $12,427-98.5% | $11,246-98.3% |