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 7-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 | $19,749 | $228,332-91.4% | $185,823-89.4% | $158,922-87.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 73.25% | 40.80%+32.4pp | 35.95%+37.3pp | 302.83%-229.6pp |
| Employer contribution / active EE | $3,012 | $4,967-39.4% | $4,087-26.3% | $4,761-36.7% |
| Participant deferral / active EE | $11,258 | $6,415+75.5% | $5,632+99.9% | $5,982+88.2% |
| Admin fee / account holder | $42 | $11,864-99.6% | $9,500-99.6% | $11,246-99.6% |