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 | $22,595 | $144,119-84.3% | $117,854-80.8% | $147,584-84.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 24.77% | 531.15%-506.4pp | 335.08%-310.3pp | 578.55%-553.8pp |
| Employer contribution / active EE | $1,303 | $4,896-73.4% | $3,786-65.6% | $4,876-73.3% |
| Participant deferral / active EE | $11,139 | $5,316+109.5% | $4,482+148.5% | $5,439+104.8% |
| Admin fee / account holder | $21 | $10,886-99.8% | $8,020-99.7% | $10,885-99.8% |