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 | $15,501 | $77,813-80.1% | $123,544-87.5% | $64,186-75.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 16.81% | 12.48%+4.3pp | 119.20%-102.4pp | 7.63%+9.2pp |
| Employer contribution / active EE | $1,839 | $3,014-39.0% | $4,628-60.3% | $2,381-22.7% |
| Participant deferral / active EE | $7,305 | $5,240+39.4% | $6,426+13.7% | $3,470+110.5% |
| Admin fee / account holder | $13 | $5,519-99.8% | $9,284-99.9% | $4,888-99.7% |