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 | $9,821 | $56,114-82.5% | $96,139-89.8% | $85,850-88.6% |
| Participation rate | 96.2% | 56.7%+39.4pp | 68.4%+27.7pp | 69.3%+26.8pp |
| Annual return | 12.58% | 42.30%-29.7pp | 191.94%-179.4pp | 318.53%-306.0pp |
| Employer contribution / active EE | $729 | $1,620-55.0% | $2,797-73.9% | $2,565-71.6% |
| Participant deferral / active EE | $1,289 | $2,859-54.9% | $4,349-70.4% | $3,952-67.4% |
| Admin fee / account holder | $80 | $3,768-97.9% | $5,537-98.6% | $6,260-98.7% |