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 | $10,935 | $77,419-85.9% | $69,455-84.3% | $152,861-92.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 23.33% | 39.06%-15.7pp | 28.97%-5.6pp | 345.32%-322.0pp |
| Employer contribution / active EE | $398 | $3,315-88.0% | $2,779-85.7% | $4,762-91.6% |
| Participant deferral / active EE | $1,396 | $4,414-68.4% | $3,535-60.5% | $5,850-76.1% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |