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 | $17,136 | $176,662-90.3% | $130,648-86.9% | $152,861-88.8% |
| Participation rate | 88.2% | 79.0%+9.3pp | 71.7%+16.5pp | 82.4%+5.8pp |
| Annual return | 25.31% | 2692.24%-2666.9pp | 1708.96%-1683.6pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,002 | $5,742-82.5% | $4,092-75.5% | $4,762-79.0% |
| Participant deferral / active EE | $3,151 | $4,361-27.8% | $3,603-12.5% | $5,850-46.1% |
| Admin fee / account holder | $143 | $7,133-98.0% | $5,464-97.4% | $11,596-98.8% |