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 6-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 | $15,479 | $124,281-87.5% | $109,143-85.8% | $167,490-90.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 31.59% | 26.04%+5.6pp | 25.75%+5.8pp | 478.56%-447.0pp |
| Employer contribution / active EE | $8,244 | $4,207+95.9% | $3,722+121.5% | $4,837+70.4% |
| Participant deferral / active EE | $3,484 | $5,255-33.7% | $4,653-25.1% | $6,341-45.1% |
| Admin fee / account holder | $48 | $7,970-99.4% | $6,752-99.3% | $12,309-99.6% |