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 | $17,095 | $144,119-88.1% | $117,854-85.5% | $147,584-88.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.88% | 531.15%-512.3pp | 335.08%-316.2pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,141 | $4,896-56.3% | $3,786-43.5% | $4,876-56.1% |
| Participant deferral / active EE | $2,991 | $5,316-43.7% | $4,482-33.3% | $5,439-45.0% |
| Admin fee / account holder | $199 | $10,886-98.2% | $8,020-97.5% | $10,885-98.2% |