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 | $11,350 | $83,337-86.4% | $67,834-83.3% | $273,961-95.9% |
| Participation rate | 90.0% | 76.4%+13.6pp | 68.8%+21.2pp | 83.0%+7.0pp |
| Annual return | 11.36% | 259.45%-248.1pp | 138.47%-127.1pp | 41.45%-30.1pp |
| Employer contribution / active EE | $1,850 | $3,287-43.7% | $2,403-23.0% | $4,869-62.0% |
| Participant deferral / active EE | $3,201 | $4,088-21.7% | $3,160+1.3% | $5,287-39.5% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |