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 3-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 | $16,266 | $209,336-92.2% | $197,124-91.7% | $137,256-88.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.38% | 48.09%-23.7pp | 44.34%-20.0pp | 220.34%-196.0pp |
| Employer contribution / active EE | $2,016 | $6,591-69.4% | $6,227-67.6% | $4,156-51.5% |
| Participant deferral / active EE | $8,152 | $9,614-15.2% | $9,135-10.8% | $6,407+27.2% |
| Admin fee / account holder | $23 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |