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 | $8,959 | $176,662-94.9% | $130,648-93.1% | $152,861-94.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 22.02% | 2692.24%-2670.2pp | 1708.96%-1686.9pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,464 | $5,742-57.1% | $4,092-39.8% | $4,762-48.3% |
| Participant deferral / active EE | $698 | $4,361-84.0% | $3,603-80.6% | $5,850-88.1% |
| Admin fee / account holder | $188 | $7,133-97.4% | $5,464-96.6% | $11,596-98.4% |