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 | $26,806 | $162,781-83.5% | $133,956-80.0% | $158,922-83.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.56% | 41.94%-34.4pp | 45.09%-37.5pp | 302.83%-295.3pp |
| Employer contribution / active EE | $1,694 | $4,975-65.9% | $3,919-56.8% | $4,761-64.4% |
| Participant deferral / active EE | $2,669 | $5,911-54.8% | $5,048-47.1% | $5,982-55.4% |
| Admin fee / account holder | $84 | $11,736-99.3% | $8,927-99.1% | $11,246-99.3% |