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 | $9,220 | $232,540-96.0% | $185,117-95.0% | $147,584-93.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 78.63% | 43.03%+35.6pp | 40.50%+38.1pp | 578.55%-499.9pp |
| Employer contribution / active EE | $912 | $5,195-82.4% | $4,182-78.2% | $4,876-81.3% |
| Participant deferral / active EE | $7,591 | $5,834+30.1% | $5,045+50.5% | $5,439+39.6% |
| Admin fee / account holder | $118 | $10,275-98.9% | $8,159-98.6% | $10,885-98.9% |