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 | $17,060 | $104,251-83.6% | $91,001-81.3% | $147,584-88.4% |
| Participation rate | 70.0% | 78.2%-8.2pp | 75.6%-5.6pp | 82.8%-12.8pp |
| Annual return | 46.45% | 27.06%+19.4pp | 4.60%+41.9pp | 578.55%-532.1pp |
| Employer contribution / active EE | $2,729 | $3,116-12.4% | $2,456+11.1% | $4,876-44.0% |
| Participant deferral / active EE | $4,673 | $4,195+11.4% | $3,547+31.7% | $5,439-14.1% |
| Admin fee / account holder | $154 | $8,948-98.3% | $5,417-97.2% | $10,885-98.6% |