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 | $30,257 | $152,460-80.2% | $118,746-74.5% | $147,584-79.5% |
| Participation rate | 90.0% | 82.3%+7.7pp | 78.3%+11.7pp | 82.8%+7.2pp |
| Annual return | 15.25% | 17.41%-2.2pp | 24.54%-9.3pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,399 | $5,046-72.3% | $4,193-66.6% | $4,876-71.3% |
| Participant deferral / active EE | $4,017 | $6,212-35.3% | $5,332-24.7% | $5,439-26.1% |
| Admin fee / account holder | $39 | $16,953-99.8% | $10,720-99.6% | $10,885-99.6% |