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 | $13,534 | $106,890-87.3% | $84,015-83.9% | $152,861-91.1% |
| Participation rate | 70.0% | 75.2%-5.2pp | 69.0%+1.0pp | 82.4%-12.4pp |
| Annual return | 24.71% | 104.99%-80.3pp | 71.31%-46.6pp | 345.32%-320.6pp |
| Employer contribution / active EE | $419 | $2,734-84.7% | $1,983-78.9% | $4,762-91.2% |
| Participant deferral / active EE | $2,880 | $4,011-28.2% | $3,239-11.1% | $5,850-50.8% |
| Admin fee / account holder | $264 | $8,285-96.8% | $6,101-95.7% | $11,596-97.7% |