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 6-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 | $22,651 | $209,832-89.2% | $189,513-88.0% | $167,490-86.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 24.41% | 748.27%-723.9pp | 555.15%-530.7pp | 478.56%-454.2pp |
| Employer contribution / active EE | $2,107 | $6,914-69.5% | $6,162-65.8% | $4,837-56.5% |
| Participant deferral / active EE | $10,796 | $8,935+20.8% | $8,221+31.3% | $6,341+70.3% |
| Admin fee / account holder | $64 | $14,293-99.6% | $12,045-99.5% | $12,309-99.5% |