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 | $9,512 | $99,079-90.4% | $77,999-87.8% | $273,961-96.5% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.5%+6.3pp | 83.0%-1.2pp |
| Annual return | 67.37% | 217.93%-150.6pp | 425.96%-358.6pp | 41.45%+25.9pp |
| Employer contribution / active EE | $1,218 | $3,308-63.2% | $2,470-50.7% | $4,869-75.0% |
| Participant deferral / active EE | $2,432 | $4,306-43.5% | $3,497-30.5% | $5,287-54.0% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |