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 | $17,795 | $106,890-83.4% | $84,015-78.8% | $152,861-88.4% |
| Participation rate | 77.8% | 75.2%+2.5pp | 69.0%+8.8pp | 82.4%-4.7pp |
| Annual return | 14.63% | 104.99%-90.4pp | 71.31%-56.7pp | 345.32%-330.7pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,919 | $4,011-52.2% | $3,239-40.8% | $5,850-67.2% |
| Admin fee / account holder | $98 | $8,285-98.8% | $6,101-98.4% | $11,596-99.2% |