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 | $19,066 | $160,055-88.1% | $140,016-86.4% | $135,375-85.9% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | 1.41% | 911.38%-910.0pp | 651.12%-649.7pp | 519.73%-518.3pp |
| Employer contribution / active EE | $2,738 | $6,420-57.4% | $5,606-51.2% | $4,779-42.7% |
| Participant deferral / active EE | $6,246 | $7,642-18.3% | $6,927-9.8% | $5,609+11.4% |
| Admin fee / account holder | $210 | $13,328-98.4% | $10,705-98.0% | $10,827-98.1% |