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 | $15,672 | $98,240-84.0% | $82,313-81.0% | $147,584-89.4% |
| Participation rate | 89.5% | 79.7%+9.7pp | 76.9%+12.6pp | 82.8%+6.6pp |
| Annual return | 20.51% | 30.85%-10.3pp | 25.88%-5.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,544 | $3,192-51.6% | $2,428-36.4% | $4,876-68.3% |
| Participant deferral / active EE | $1,786 | $4,383-59.3% | $3,706-51.8% | $5,439-67.2% |
| Admin fee / account holder | $86 | $8,563-99.0% | $5,608-98.5% | $10,885-99.2% |