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 | $7,671 | $109,327-93.0% | $89,391-91.4% | $158,922-95.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.03% | 345.68%-325.6pp | 245.62%-225.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $719 | $3,170-77.3% | $2,586-72.2% | $4,761-84.9% |
| Participant deferral / active EE | $1,862 | $4,598-59.5% | $3,890-52.1% | $5,982-68.9% |
| Admin fee / account holder | $205 | $6,153-96.7% | $4,881-95.8% | $11,246-98.2% |