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 | $21,187 | $149,679-85.8% | $117,039-81.9% | $147,584-85.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 12.47% | 19.31%-6.8pp | 18.95%-6.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,018 | $4,937-79.4% | $3,785-73.1% | $4,876-79.1% |
| Participant deferral / active EE | $2,144 | $4,912-56.4% | $3,929-45.4% | $5,439-60.6% |
| Admin fee / account holder | $93 | $7,856-98.8% | $5,974-98.4% | $10,885-99.1% |