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 | $13,876 | $56,199-75.3% | $67,652-79.5% | $59,632-76.7% |
| Participation rate | 89.7% | 71.5%+18.3pp | 75.7%+14.1pp | 68.7%+21.1pp |
| Annual return | 4.93% | 18505.31%-18500.4pp | 6625.04%-6620.1pp | 2041.28%-2036.3pp |
| Employer contribution / active EE | $1,762 | $1,614+9.1% | $2,266-22.2% | $2,203-20.0% |
| Participant deferral / active EE | $1,840 | $2,844-35.3% | $3,560-48.3% | $3,192-42.3% |
| Admin fee / account holder | $39 | $3,958-99.0% | $4,821-99.2% | $4,297-99.1% |