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 | $6,919 | $138,044-95.0% | $125,339-94.5% | $134,475-94.9% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | -18.58% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,015 | $5,243-80.6% | $4,814-78.9% | $4,740-78.6% |
| Participant deferral / active EE | $3,177 | $7,799-59.3% | $7,446-57.3% | $6,400-50.4% |
| Admin fee / account holder | $95 | $11,571-99.2% | $10,010-99.0% | $11,426-99.2% |