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 | $7,727 | $102,966-92.5% | $90,281-91.4% | $152,861-94.9% |
| Participation rate | 70.6% | 75.9%-5.3pp | 73.3%-2.7pp | 82.4%-11.9pp |
| Annual return | 23.33% | 95.16%-71.8pp | 78.10%-54.8pp | 345.32%-322.0pp |
| Employer contribution / active EE | $353 | $3,139-88.8% | $2,854-87.6% | $4,762-92.6% |
| Participant deferral / active EE | $1,963 | $4,281-54.2% | $3,885-49.5% | $5,850-66.5% |
| Admin fee / account holder | $75 | $6,171-98.8% | $5,351-98.6% | $11,596-99.4% |