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 | $24,283 | $91,552-73.5% | $133,956-81.9% | $79,858-69.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 11.33% | 61.85%-50.5pp | 45.09%-33.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $5,232 | $2,384+119.5% | $3,919+33.5% | $2,471+111.7% |
| Participant deferral / active EE | $3,500 | $3,733-6.3% | $5,048-30.7% | $3,740-6.4% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |