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 | $5,166 | $112,881-95.4% | $90,951-94.3% | $158,922-96.7% |
| Participation rate | 94.7% | 74.7%+20.0pp | 69.0%+25.7pp | 82.0%+12.8pp |
| Annual return | 19.72% | 215.79%-196.1pp | 134.60%-114.9pp | 302.83%-283.1pp |
| Employer contribution / active EE | $940 | $2,893-67.5% | $2,122-55.7% | $4,761-80.2% |
| Participant deferral / active EE | $1,244 | $4,128-69.9% | $3,373-63.1% | $5,982-79.2% |
| Admin fee / account holder | $4 | $8,041-100.0% | $5,959-99.9% | $11,246-100.0% |