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 | $9,200 | $99,020-90.7% | $86,590-89.4% | $147,584-93.8% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 31.89% | 1312.34%-1280.4pp | 964.84%-933.0pp | 578.55%-546.7pp |
| Employer contribution / active EE | $1,261 | $3,132-59.7% | $2,839-55.6% | $4,876-74.1% |
| Participant deferral / active EE | $2,338 | $3,972-41.1% | $3,609-35.2% | $5,439-57.0% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |