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 | $15,728 | $232,540-93.2% | $185,117-91.5% | $147,584-89.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 25.91% | 43.03%-17.1pp | 40.50%-14.6pp | 578.55%-552.6pp |
| Employer contribution / active EE | $3,293 | $5,195-36.6% | $4,182-21.3% | $4,876-32.5% |
| Participant deferral / active EE | $3,870 | $5,834-33.7% | $5,045-23.3% | $5,439-28.8% |
| Admin fee / account holder | $134 | $10,275-98.7% | $8,159-98.4% | $10,885-98.8% |