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 | $10,747 | $99,079-89.2% | $77,999-86.2% | $273,961-96.1% |
| Participation rate | 90.9% | 78.6%+12.3pp | 75.5%+15.4pp | 83.0%+7.9pp |
| Annual return | 18.69% | 217.93%-199.2pp | 425.96%-407.3pp | 41.45%-22.8pp |
| Employer contribution / active EE | $1,548 | $3,308-53.2% | $2,470-37.3% | $4,869-68.2% |
| Participant deferral / active EE | $3,113 | $4,306-27.7% | $3,497-11.0% | $5,287-41.1% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |