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 | $7,929 | $98,240-91.9% | $82,313-90.4% | $147,584-94.6% |
| Participation rate | 94.1% | 79.7%+14.4pp | 76.9%+17.2pp | 82.8%+11.3pp |
| Annual return | 26.70% | 30.85%-4.2pp | 25.88%+0.8pp | 578.55%-551.8pp |
| Employer contribution / active EE | $1,126 | $3,192-64.7% | $2,428-53.6% | $4,876-76.9% |
| Participant deferral / active EE | $1,903 | $4,383-56.6% | $3,706-48.6% | $5,439-65.0% |
| Admin fee / account holder | $7 | $8,563-99.9% | $5,608-99.9% | $10,885-99.9% |