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 4-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 | $14,437 | $185,822-92.2% | $169,993-91.5% | $139,434-89.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 30.95% | 60.50%-29.5pp | 53.37%-22.4pp | 372.94%-342.0pp |
| Employer contribution / active EE | $3,625 | $7,590-52.2% | $6,785-46.6% | $4,751-23.7% |
| Participant deferral / active EE | $6,783 | $11,622-41.6% | $10,408-34.8% | $6,710+1.1% |
| Admin fee / account holder | $243 | $15,381-98.4% | $12,815-98.1% | $11,403-97.9% |