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 | $15,328 | $98,750-84.5% | $149,696-89.8% | $79,858-80.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.25% | 27.43%-10.2pp | 276.60%-259.3pp | 31.71%-14.5pp |
| Employer contribution / active EE | $2,202 | $3,216-31.5% | $4,644-52.6% | $2,471-10.9% |
| Participant deferral / active EE | $3,387 | $5,680-40.4% | $6,842-50.5% | $3,740-9.4% |
| Admin fee / account holder | $118 | $6,053-98.0% | $9,309-98.7% | $5,306-97.8% |