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 | $13,156 | $91,037-85.5% | $71,671-81.6% | $147,584-91.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 24.05% | 20.48%+3.6pp | 20.65%+3.4pp | 578.55%-554.5pp |
| Employer contribution / active EE | $1,791 | $3,327-46.2% | $2,460-27.2% | $4,876-63.3% |
| Participant deferral / active EE | $5,491 | $4,498+22.1% | $3,438+59.7% | $5,439+1.0% |
| Admin fee / account holder | $11 | $8,613-99.9% | $5,558-99.8% | $10,885-99.9% |