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 | $11,854 | $100,901-88.3% | $75,670-84.3% | $147,584-92.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 24.39% | 35.78%-11.4pp | 27.34%-3.0pp | 578.55%-554.2pp |
| Employer contribution / active EE | $1,779 | $3,253-45.3% | $2,352-24.4% | $4,876-63.5% |
| Participant deferral / active EE | $2,642 | $4,027-34.4% | $3,142-15.9% | $5,439-51.4% |
| Admin fee / account holder | $185 | $11,285-98.4% | $5,800-96.8% | $10,885-98.3% |