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 | $9,863 | $91,037-89.2% | $71,671-86.2% | $147,584-93.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 24.71% | 20.48%+4.2pp | 20.65%+4.1pp | 578.55%-553.8pp |
| Employer contribution / active EE | $1,888 | $3,327-43.3% | $2,460-23.2% | $4,876-61.3% |
| Participant deferral / active EE | $3,730 | $4,498-17.1% | $3,438+8.5% | $5,439-31.4% |
| Admin fee / account holder | $108 | $8,613-98.7% | $5,558-98.1% | $10,885-99.0% |