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 | $24,665 | $152,587-83.8% | $125,175-80.3% | $152,861-83.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.56% | 54.84%-36.3pp | 43.79%-25.2pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,639 | $4,946-66.9% | $3,865-57.6% | $4,762-65.6% |
| Participant deferral / active EE | $2,730 | $5,868-53.5% | $4,937-44.7% | $5,850-53.3% |
| Admin fee / account holder | $17 | $13,434-99.9% | $9,702-99.8% | $11,596-99.9% |