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 4-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 | $16,455 | $117,841-86.0% | $102,423-83.9% | $145,922-88.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.33% | 31.65%-22.3pp | 29.32%-20.0pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,758 | $3,615-51.4% | $3,023-41.9% | $4,660-62.3% |
| Participant deferral / active EE | $2,537 | $5,731-55.7% | $5,053-49.8% | $6,688-62.1% |
| Admin fee / account holder | $278 | $13,326-97.9% | $9,451-97.1% | $13,397-97.9% |