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 | $10,506 | $84,233-87.5% | $170,442-93.8% | $70,131-85.0% |
| Participation rate | 79.4% | 70.8%+8.6pp | 83.6%-4.2pp | 69.5%+9.9pp |
| Annual return | 14.75% | 23.06%-8.3pp | 205.93%-191.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,094 | $3,387-67.7% | $5,433-79.9% | $2,342-53.3% |
| Participant deferral / active EE | $1,272 | $3,086-58.8% | $4,939-74.2% | $3,332-61.8% |
| Admin fee / account holder | $20 | $5,698-99.7% | $13,880-99.9% | $4,645-99.6% |