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 | $16,300 | $159,901-89.8% | $146,958-88.9% | $145,922-88.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.52% | 98.13%-79.6pp | 418.34%-399.8pp | 561.29%-542.8pp |
| Employer contribution / active EE | $4,650 | $5,286-12.0% | $4,933-5.7% | $4,660-0.2% |
| Participant deferral / active EE | $4,842 | $8,428-42.5% | $8,070-40.0% | $6,688-27.6% |
| Admin fee / account holder | $199 | $15,044-98.7% | $12,998-98.5% | $13,397-98.5% |