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 | $4,709 | $232,540-98.0% | $185,117-97.5% | $147,584-96.8% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 27.95% | 43.03%-15.1pp | 40.50%-12.5pp | 578.55%-550.6pp |
| Employer contribution / active EE | $593 | $5,195-88.6% | $4,182-85.8% | $4,876-87.8% |
| Participant deferral / active EE | $1,682 | $5,834-71.2% | $5,045-66.7% | $5,439-69.1% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |