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 | $13,069 | $180,449-92.8% | $154,107-91.5% | $135,375-90.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 4.77% | 888.09%-883.3pp | 735.12%-730.4pp | 519.73%-515.0pp |
| Employer contribution / active EE | $1,614 | $6,035-73.2% | $5,298-69.5% | $4,779-66.2% |
| Participant deferral / active EE | $2,985 | $5,806-48.6% | $5,081-41.2% | $5,609-46.8% |
| Admin fee / account holder | $236 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |