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 | $18,709 | $106,890-82.5% | $84,015-77.7% | $152,861-87.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 30.36% | 104.99%-74.6pp | 71.31%-41.0pp | 345.32%-315.0pp |
| Employer contribution / active EE | $1,529 | $2,734-44.1% | $1,983-22.9% | $4,762-67.9% |
| Participant deferral / active EE | $3,159 | $4,011-21.3% | $3,239-2.5% | $5,850-46.0% |
| Admin fee / account holder | $99 | $8,285-98.8% | $6,101-98.4% | $11,596-99.1% |