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 | $30,072 | $181,894-83.5% | $156,549-80.8% | $273,961-89.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 197.48% | 30.74%+166.7pp | 32.23%+165.3pp | 41.45%+156.0pp |
| Employer contribution / active EE | $1,503 | $6,248-75.9% | $5,501-72.7% | $4,869-69.1% |
| Participant deferral / active EE | $3,750 | $5,550-32.4% | $4,871-23.0% | $5,287-29.1% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |