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 5-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 | $13,242 | $202,432-93.5% | $169,368-92.2% | $139,434-90.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 28.15% | 531.74%-503.6pp | 405.60%-377.5pp | 372.94%-344.8pp |
| Employer contribution / active EE | $2,785 | $4,692-40.6% | $4,013-30.6% | $4,751-41.4% |
| Participant deferral / active EE | $3,141 | $6,938-54.7% | $6,221-49.5% | $6,710-53.2% |
| Admin fee / account holder | $39 | $10,708-99.6% | $9,003-99.6% | $11,403-99.7% |