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 | $12,023 | $176,377-93.2% | $134,143-91.0% | $158,922-92.4% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 9.30% | 63.63%-54.3pp | 36.33%-27.0pp | 302.83%-293.5pp |
| Employer contribution / active EE | $936 | $5,040-81.4% | $3,704-74.7% | $4,761-80.3% |
| Participant deferral / active EE | $1,653 | $4,091-59.6% | $3,499-52.8% | $5,982-72.4% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |