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 | $11,404 | $210,648-94.6% | $177,989-93.6% | $145,922-92.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.12% | 385.86%-372.7pp | 294.48%-281.4pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,139 | $4,565-53.1% | $3,949-45.8% | $4,660-54.1% |
| Participant deferral / active EE | $2,529 | $6,958-63.7% | $6,276-59.7% | $6,688-62.2% |
| Admin fee / account holder | $62 | $12,013-99.5% | $10,363-99.4% | $13,397-99.5% |