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 | $6,915 | $144,119-95.2% | $117,854-94.1% | $147,584-95.3% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 29.32% | 531.15%-501.8pp | 335.08%-305.8pp | 578.55%-549.2pp |
| Employer contribution / active EE | $1,796 | $4,896-63.3% | $3,786-52.6% | $4,876-63.2% |
| Participant deferral / active EE | $2,449 | $5,316-53.9% | $4,482-45.4% | $5,439-55.0% |
| Admin fee / account holder | $10 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |