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 | $28,285 | $78,705-64.1% | $117,854-76.0% | $70,131-59.7% |
| Participation rate | 72.4% | 73.2%-0.8pp | 79.7%-7.3pp | 69.5%+2.8pp |
| Annual return | 31.34% | 23.30%+8.0pp | 335.08%-303.7pp | 73.14%-41.8pp |
| Employer contribution / active EE | $914 | $2,223-58.9% | $3,786-75.9% | $2,342-61.0% |
| Participant deferral / active EE | $4,090 | $3,297+24.0% | $4,482-8.7% | $3,332+22.8% |
| Admin fee / account holder | $231 | $5,065-95.4% | $8,020-97.1% | $4,645-95.0% |