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 | $13,685 | $85,766-84.0% | $136,294-90.0% | $70,131-80.5% |
| Participation rate | 96.8% | 74.2%+22.6pp | 81.9%+14.9pp | 69.5%+27.2pp |
| Annual return | 28.93% | 31.45%-2.5pp | 5155.94%-5127.0pp | 73.14%-44.2pp |
| Employer contribution / active EE | $2,203 | $2,966-25.7% | $4,695-53.1% | $2,342-5.9% |
| Participant deferral / active EE | $6,548 | $5,051+29.6% | $6,247+4.8% | $3,332+96.5% |
| Admin fee / account holder | $292 | $5,420-94.6% | $9,243-96.8% | $4,645-93.7% |