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 | $10,094 | $52,279-80.7% | $89,391-88.7% | $79,858-87.4% |
| Participation rate | 76.7% | 57.5%+19.1pp | 68.0%+8.7pp | 69.6%+7.0pp |
| Annual return | 22.44% | 22.16%+0.3pp | 245.62%-223.2pp | 31.71%-9.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,635 | $2,740-3.8% | $3,890-32.3% | $3,740-29.5% |
| Admin fee / account holder | $189 | $3,356-94.4% | $4,881-96.1% | $5,306-96.4% |