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 | $15,680 | $157,256-90.0% | $141,162-88.9% | $152,861-89.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 30.14% | 64.32%-34.2pp | 71.39%-41.3pp | 345.32%-315.2pp |
| Employer contribution / active EE | $2,102 | $5,261-60.0% | $4,735-55.6% | $4,762-55.9% |
| Participant deferral / active EE | $3,758 | $7,109-47.1% | $6,709-44.0% | $5,850-35.8% |
| Admin fee / account holder | $43 | $12,120-99.6% | $10,261-99.6% | $11,596-99.6% |