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 | $11,166 | $72,177-84.5% | $115,037-90.3% | $59,632-81.3% |
| Participation rate | 81.5% | 72.6%+8.9pp | 81.4%+0.1pp | 68.7%+12.8pp |
| Annual return | 6.87% | 12.02%-5.2pp | 26.14%-19.3pp | 2041.28%-2034.4pp |
| Employer contribution / active EE | $2,316 | $2,841-18.5% | $4,608-49.7% | $2,203+5.2% |
| Participant deferral / active EE | $4,669 | $4,783-2.4% | $6,026-22.5% | $3,192+46.3% |
| Admin fee / account holder | $6 | $4,927-99.9% | $8,175-99.9% | $4,297-99.9% |