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 | $12,334 | $46,869-73.7% | $122,332-89.9% | $70,131-82.4% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 32.95% | 24.22%+8.7pp | 30.27%+2.7pp | 73.14%-40.2pp |
| Employer contribution / active EE | $2,734 | $1,288+112.3% | $4,050-32.5% | $2,342+16.7% |
| Participant deferral / active EE | $4,468 | $2,166+106.2% | $3,287+35.9% | $3,332+34.1% |
| Admin fee / account holder | $184 | $3,322-94.5% | $5,478-96.6% | $4,645-96.0% |