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 | $31,255 | $197,591-84.2% | $177,821-82.4% | $158,922-80.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.81% | 58.76%-35.9pp | 48.32%-25.5pp | 302.83%-280.0pp |
| Employer contribution / active EE | $2,753 | $6,697-58.9% | $5,918-53.5% | $4,761-42.2% |
| Participant deferral / active EE | $9,305 | $8,405+10.7% | $7,714+20.6% | $5,982+55.5% |
| Admin fee / account holder | $30 | $15,399-99.8% | $12,427-99.8% | $11,246-99.7% |