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 | $9,891 | $99,020-90.0% | $86,590-88.6% | $147,584-93.3% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 22.95% | 1312.34%-1289.4pp | 964.84%-941.9pp | 578.55%-555.6pp |
| Employer contribution / active EE | $823 | $3,132-73.7% | $2,839-71.0% | $4,876-83.1% |
| Participant deferral / active EE | $3,599 | $3,972-9.4% | $3,609-0.3% | $5,439-33.8% |
| Admin fee / account holder | $298 | $5,710-94.8% | $4,906-93.9% | $10,885-97.3% |