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 | $3,246 | $84,233-96.1% | $170,442-98.1% | $70,131-95.4% |
| Participation rate | 97.3% | 70.8%+26.5pp | 83.6%+13.7pp | 69.5%+27.8pp |
| Annual return | 33.65% | 23.06%+10.6pp | 205.93%-172.3pp | 73.14%-39.5pp |
| Employer contribution / active EE | $1,006 | $3,387-70.3% | $5,433-81.5% | $2,342-57.1% |
| Participant deferral / active EE | $1,674 | $3,086-45.8% | $4,939-66.1% | $3,332-49.8% |
| Admin fee / account holder | $23 | $5,698-99.6% | $13,880-99.8% | $4,645-99.5% |