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 | $13,271 | $112,096-88.2% | $95,952-86.2% | $158,922-91.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 22.51% | 171.09%-148.6pp | 91.61%-69.1pp | 302.83%-280.3pp |
| Employer contribution / active EE | $2,159 | $3,198-32.5% | $2,541-15.0% | $4,761-54.7% |
| Participant deferral / active EE | $2,901 | $4,784-39.4% | $4,167-30.4% | $5,982-51.5% |
| Admin fee / account holder | $72 | $10,130-99.3% | $6,795-98.9% | $11,246-99.4% |