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 | $11,710 | $107,334-89.1% | $92,893-87.4% | $152,861-92.3% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 28.15% | 145.58%-117.4pp | 109.41%-81.3pp | 345.32%-317.2pp |
| Employer contribution / active EE | $1,597 | $4,221-62.2% | $3,653-56.3% | $4,762-66.5% |
| Participant deferral / active EE | $4,160 | $4,845-14.1% | $4,236-1.8% | $5,850-28.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |