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 | $17,133 | $176,377-90.3% | $134,143-87.2% | $158,922-89.2% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 32.50% | 63.63%-31.1pp | 36.33%-3.8pp | 302.83%-270.3pp |
| Employer contribution / active EE | $2,337 | $5,040-53.6% | $3,704-36.9% | $4,761-50.9% |
| Participant deferral / active EE | $6,610 | $4,091+61.6% | $3,499+88.9% | $5,982+10.5% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |