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 | $11,601 | $105,859-89.0% | $90,160-87.1% | $147,584-92.1% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 22.31% | 37.63%-15.3pp | 34.88%-12.6pp | 578.55%-556.2pp |
| Employer contribution / active EE | $1,555 | $4,126-62.3% | $3,318-53.1% | $4,876-68.1% |
| Participant deferral / active EE | $2,480 | $5,733-56.7% | $5,288-53.1% | $5,439-54.4% |
| Admin fee / account holder | $54 | $8,046-99.3% | $5,943-99.1% | $10,885-99.5% |