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 | $3,728 | $107,334-96.5% | $92,893-96.0% | $152,861-97.6% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 32.81% | 145.58%-112.8pp | 109.41%-76.6pp | 345.32%-312.5pp |
| Employer contribution / active EE | $783 | $4,221-81.5% | $3,653-78.6% | $4,762-83.6% |
| Participant deferral / active EE | $2,665 | $4,845-45.0% | $4,236-37.1% | $5,850-54.5% |
| Admin fee / account holder | $84 | $7,079-98.8% | $5,794-98.5% | $11,596-99.3% |