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 | $3,367 | $169,032-98.0% | $129,207-97.4% | $145,922-97.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.40% | 14330.11%-14316.7pp | 9417.33%-9403.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $646 | $5,537-88.3% | $4,153-84.5% | $4,660-86.1% |
| Participant deferral / active EE | $1,068 | $4,987-78.6% | $4,168-74.4% | $6,688-84.0% |
| Admin fee / account holder | $109 | $9,954-98.9% | $7,715-98.6% | $13,397-99.2% |