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 | $10,783 | $180,449-94.0% | $154,107-93.0% | $135,375-92.0% |
| Participation rate | 70.6% | 87.4%-16.8pp | 83.0%-12.4pp | 82.6%-12.1pp |
| Annual return | -8.12% | 888.09%-896.2pp | 735.12%-743.2pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,668 | $6,035-72.4% | $5,298-68.5% | $4,779-65.1% |
| Participant deferral / active EE | $2,905 | $5,806-50.0% | $5,081-42.8% | $5,609-48.2% |
| Admin fee / account holder | $175 | $16,143-98.9% | $13,411-98.7% | $10,827-98.4% |