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 10-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 | $24,576 | $209,832-88.3% | $189,513-87.0% | $167,490-85.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.18% | 748.27%-730.1pp | 555.15%-537.0pp | 478.56%-460.4pp |
| Employer contribution / active EE | $2,076 | $6,914-70.0% | $6,162-66.3% | $4,837-57.1% |
| Participant deferral / active EE | $7,095 | $8,935-20.6% | $8,221-13.7% | $6,341+11.9% |
| Admin fee / account holder | $167 | $14,293-98.8% | $12,045-98.6% | $12,309-98.6% |