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 | $29,114 | $152,460-80.9% | $118,746-75.5% | $147,584-80.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 44.05% | 17.41%+26.6pp | 24.54%+19.5pp | 578.55%-534.5pp |
| Employer contribution / active EE | $2,480 | $5,046-50.8% | $4,193-40.8% | $4,876-49.1% |
| Participant deferral / active EE | $6,544 | $6,212+5.3% | $5,332+22.7% | $5,439+20.3% |
| Admin fee / account holder | $4 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |