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 | $13,114 | $83,337-84.3% | $67,834-80.7% | $273,961-95.2% |
| Participation rate | 95.5% | 76.4%+19.0pp | 68.8%+26.7pp | 83.0%+12.4pp |
| Annual return | 17.28% | 259.45%-242.2pp | 138.47%-121.2pp | 41.45%-24.2pp |
| Employer contribution / active EE | $3,140 | $3,287-4.5% | $2,403+30.7% | $4,869-35.5% |
| Participant deferral / active EE | $5,211 | $4,088+27.5% | $3,160+64.9% | $5,287-1.4% |
| Admin fee / account holder | $62 | $6,752-99.1% | $4,622-98.7% | $10,132-99.4% |