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 | $7,406 | $177,572-95.8% | $154,803-95.2% | $142,382-94.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 50.71% | 65.07%-14.4pp | 58.88%-8.2pp | 217.08%-166.4pp |
| Employer contribution / active EE | $3,113 | $4,810-35.3% | $4,305-27.7% | $4,299-27.6% |
| Participant deferral / active EE | $3,228 | $6,272-48.5% | $5,540-41.7% | $6,507-50.4% |
| Admin fee / account holder | $217 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |