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 | $6,101 | $232,540-97.4% | $185,117-96.7% | $147,584-95.9% |
| Participation rate | 72.7% | 82.4%-9.6pp | 77.3%-4.5pp | 82.8%-10.1pp |
| Annual return | 26.30% | 43.03%-16.7pp | 40.50%-14.2pp | 578.55%-552.2pp |
| Employer contribution / active EE | $696 | $5,195-86.6% | $4,182-83.3% | $4,876-85.7% |
| Participant deferral / active EE | $1,705 | $5,834-70.8% | $5,045-66.2% | $5,439-68.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |