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 | $12,913 | $99,652-87.0% | $78,778-83.6% | $147,584-91.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.46% | 47.28%-31.8pp | 35.62%-20.2pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,355 | $2,796-51.5% | $1,986-31.8% | $4,876-72.2% |
| Participant deferral / active EE | $3,297 | $3,664-10.0% | $2,958+11.4% | $5,439-39.4% |
| Admin fee / account holder | $64 | $7,155-99.1% | $5,134-98.7% | $10,885-99.4% |