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 | $19,463 | $93,346-79.1% | $71,796-72.9% | $273,961-92.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 160.93% | 130.39%+30.5pp | 78.04%+82.9pp | 41.45%+119.5pp |
| Employer contribution / active EE | $1,621 | $2,733-40.7% | $1,924-15.8% | $4,869-66.7% |
| Participant deferral / active EE | $3,552 | $3,475+2.2% | $2,794+27.1% | $5,287-32.8% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |