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 | $8,208 | $108,642-92.4% | $74,701-89.0% | $152,861-94.6% |
| Participation rate | 82.4% | 65.3%+17.0pp | 54.5%+27.9pp | 82.4%-0.1pp |
| Annual return | 23.23% | 114.06%-90.8pp | 752.92%-729.7pp | 345.32%-322.1pp |
| Employer contribution / active EE | $603 | $1,503-59.9% | $1,084-44.3% | $4,762-87.3% |
| Participant deferral / active EE | $1,324 | $2,712-51.2% | $1,964-32.6% | $5,850-77.4% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |