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 | $9,912 | $83,337-88.1% | $67,834-85.4% | $273,961-96.4% |
| Participation rate | 70.0% | 76.4%-6.4pp | 68.8%+1.2pp | 83.0%-13.0pp |
| Annual return | 17.47% | 259.45%-242.0pp | 138.47%-121.0pp | 41.45%-24.0pp |
| Employer contribution / active EE | $1,040 | $3,287-68.4% | $2,403-56.7% | $4,869-78.6% |
| Participant deferral / active EE | $3,340 | $4,088-18.3% | $3,160+5.7% | $5,287-36.8% |
| Admin fee / account holder | $5 | $6,752-99.9% | $4,622-99.9% | $10,132-99.9% |