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 | $14,163 | $70,669-80.0% | $169,368-91.6% | $75,163-81.2% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 18.56% | 36.36%-17.8pp | 405.60%-387.0pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,095 | $2,211-50.5% | $4,013-72.7% | $2,670-59.0% |
| Participant deferral / active EE | $4,237 | $4,311-1.7% | $6,221-31.9% | $4,125+2.7% |
| Admin fee / account holder | $186 | $5,402-96.6% | $9,003-97.9% | $5,651-96.7% |