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 | $6,740 | $102,966-93.5% | $90,281-92.5% | $152,861-95.6% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 29.53% | 95.16%-65.6pp | 78.10%-48.6pp | 345.32%-315.8pp |
| Employer contribution / active EE | $1,187 | $3,139-62.2% | $2,854-58.4% | $4,762-75.1% |
| Participant deferral / active EE | $1,933 | $4,281-54.9% | $3,885-50.3% | $5,850-67.0% |
| Admin fee / account holder | $14 | $6,171-99.8% | $5,351-99.7% | $11,596-99.9% |