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 8-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 | $28,485 | $183,963-84.5% | $162,163-82.4% | $152,861-81.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 30.59% | 150.76%-120.2pp | 115.59%-85.0pp | 345.32%-314.7pp |
| Employer contribution / active EE | $2,488 | $6,371-61.0% | $5,614-55.7% | $4,762-47.8% |
| Participant deferral / active EE | $10,302 | $8,034+28.2% | $7,298+41.2% | $5,850+76.1% |
| Admin fee / account holder | $181 | $13,121-98.6% | $10,843-98.3% | $11,596-98.4% |