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 | $10,904 | $107,334-89.8% | $92,893-88.3% | $152,861-92.9% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 27.52% | 145.58%-118.1pp | 109.41%-81.9pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,561 | $4,221-63.0% | $3,653-57.3% | $4,762-67.2% |
| Participant deferral / active EE | $1,741 | $4,845-64.1% | $4,236-58.9% | $5,850-70.2% |
| Admin fee / account holder | $22 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |