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 | $15,305 | $116,175-86.8% | $93,606-83.6% | $152,861-90.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 18.23% | 35.96%-17.7pp | 32.76%-14.5pp | 345.32%-327.1pp |
| Employer contribution / active EE | $2,112 | $3,218-34.4% | $2,718-22.3% | $4,762-55.7% |
| Participant deferral / active EE | $3,082 | $4,603-33.1% | $4,069-24.3% | $5,850-47.3% |
| Admin fee / account holder | $61 | $10,748-99.4% | $7,888-99.2% | $11,596-99.5% |