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 | $20,426 | $155,788-86.9% | $124,672-83.6% | $167,490-87.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.13% | 17.97%-5.8pp | 5142.93%-5130.8pp | 478.56%-466.4pp |
| Employer contribution / active EE | $2,437 | $4,163-41.5% | $3,324-26.7% | $4,837-49.6% |
| Participant deferral / active EE | $1,730 | $5,673-69.5% | $4,614-62.5% | $6,341-72.7% |
| Admin fee / account holder | $59 | $9,531-99.4% | $7,493-99.2% | $12,309-99.5% |