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 | $10,084 | $107,015-90.6% | $73,545-86.3% | $147,584-93.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 28.23% | 38.25%-10.0pp | -15.16%+43.4pp | 578.55%-550.3pp |
| Employer contribution / active EE | $735 | $1,760-58.3% | $1,219-39.7% | $4,876-84.9% |
| Participant deferral / active EE | $2,524 | $2,462+2.5% | $1,806+39.8% | $5,439-53.6% |
| Admin fee / account holder | $3 | $3,055-99.9% | $2,320-99.9% | $10,885-100.0% |