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 | $7,798 | $100,852-92.3% | $90,404-91.4% | $158,922-95.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.69% | 1724.20%-1711.5pp | 1293.02%-1280.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $822 | $3,689-77.7% | $3,262-74.8% | $4,761-82.7% |
| Participant deferral / active EE | $1,278 | $4,348-70.6% | $3,963-67.7% | $5,982-78.6% |
| Admin fee / account holder | $57 | $6,501-99.1% | $5,611-99.0% | $11,246-99.5% |