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 | $10,303 | $83,337-87.6% | $67,834-84.8% | $273,961-96.2% |
| Participation rate | 82.4% | 76.4%+5.9pp | 68.8%+13.6pp | 83.0%-0.7pp |
| Annual return | 8.88% | 259.45%-250.6pp | 138.47%-129.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,430 | $3,287-56.5% | $2,403-40.5% | $4,869-70.6% |
| Participant deferral / active EE | $1,834 | $4,088-55.1% | $3,160-42.0% | $5,287-65.3% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |