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 | $2,148 | $101,069-97.9% | $81,478-97.4% | $147,584-98.5% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 40.99% | 32.40%+8.6pp | 38.78%+2.2pp | 578.55%-537.6pp |
| Employer contribution / active EE | $598 | $3,205-81.4% | $2,568-76.7% | $4,876-87.7% |
| Participant deferral / active EE | $995 | $4,242-76.5% | $3,537-71.9% | $5,439-81.7% |
| Admin fee / account holder | $11 | $5,812-99.8% | $4,561-99.8% | $10,885-99.9% |