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 | $6,037 | $169,032-96.4% | $129,207-95.3% | $145,922-95.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.00% | 14330.11%-14312.1pp | 9417.33%-9399.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $1,378 | $5,537-75.1% | $4,153-66.8% | $4,660-70.4% |
| Participant deferral / active EE | $2,544 | $4,987-49.0% | $4,168-39.0% | $6,688-62.0% |
| Admin fee / account holder | $120 | $9,954-98.8% | $7,715-98.4% | $13,397-99.1% |