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 | $16,928 | $106,890-84.2% | $84,015-79.9% | $152,861-88.9% |
| Participation rate | 87.0% | 75.2%+11.7pp | 69.0%+17.9pp | 82.4%+4.5pp |
| Annual return | 19.92% | 104.99%-85.1pp | 71.31%-51.4pp | 345.32%-325.4pp |
| Employer contribution / active EE | $529 | $2,734-80.7% | $1,983-73.4% | $4,762-88.9% |
| Participant deferral / active EE | $1,574 | $4,011-60.8% | $3,239-51.4% | $5,850-73.1% |
| Admin fee / account holder | $29 | $8,285-99.6% | $6,101-99.5% | $11,596-99.7% |