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 | $14,702 | $99,079-85.2% | $77,999-81.2% | $273,961-94.6% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.5%+7.8pp | 83.0%+0.3pp |
| Annual return | 8.84% | 217.93%-209.1pp | 425.96%-417.1pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,898 | $3,308-42.6% | $2,470-23.2% | $4,869-61.0% |
| Participant deferral / active EE | $2,373 | $4,306-44.9% | $3,497-32.1% | $5,287-55.1% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |