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 | $11,626 | $63,346-81.6% | $92,233-87.4% | $70,131-83.4% |
| Participation rate | 92.0% | 68.7%+23.3pp | 76.5%+15.5pp | 69.5%+22.5pp |
| Annual return | 14.51% | 530.12%-515.6pp | 176.28%-161.8pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,542 | $2,471-37.6% | $3,679-58.1% | $2,342-34.2% |
| Participant deferral / active EE | $3,998 | $2,854+40.1% | $3,897+2.6% | $3,332+20.0% |
| Admin fee / account holder | $27 | $3,840-99.3% | $5,194-99.5% | $4,645-99.4% |