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 | $13,444 | $100,901-86.7% | $75,670-82.2% | $147,584-90.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 17.92% | 35.78%-17.9pp | 27.34%-9.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,685 | $3,253-48.2% | $2,352-28.4% | $4,876-65.5% |
| Participant deferral / active EE | $2,278 | $4,027-43.4% | $3,142-27.5% | $5,439-58.1% |
| Admin fee / account holder | $158 | $11,285-98.6% | $5,800-97.3% | $10,885-98.5% |