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 | $15,850 | $118,680-86.6% | $98,907-84.0% | $158,922-90.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 18.67% | 372.35%-353.7pp | 196.43%-177.8pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,128 | $3,333-66.2% | $2,689-58.1% | $4,761-76.3% |
| Participant deferral / active EE | $1,909 | $5,088-62.5% | $4,244-55.0% | $5,982-68.1% |
| Admin fee / account holder | $4 | $10,131-100.0% | $6,642-99.9% | $11,246-100.0% |