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 | $11,338 | $65,041-82.6% | $90,951-87.5% | $79,858-85.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 21.87% | 30.45%-8.6pp | 134.60%-112.7pp | 31.71%-9.8pp |
| Employer contribution / active EE | $757 | $1,247-39.3% | $2,122-64.3% | $2,471-69.4% |
| Participant deferral / active EE | $1,685 | $2,512-32.9% | $3,373-50.0% | $3,740-54.9% |
| Admin fee / account holder | $292 | $4,536-93.6% | $5,959-95.1% | $5,306-94.5% |