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 | $20,430 | $165,335-87.6% | $149,696-86.4% | $158,922-87.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 32.15% | 348.15%-316.0pp | 276.60%-244.4pp | 302.83%-270.7pp |
| Employer contribution / active EE | $3,470 | $5,103-32.0% | $4,644-25.3% | $4,761-27.1% |
| Participant deferral / active EE | $10,083 | $7,181+40.4% | $6,842+47.4% | $5,982+68.6% |
| Admin fee / account holder | $49 | $10,807-99.5% | $9,309-99.5% | $11,246-99.6% |