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 | $24,025 | $81,208-70.4% | $98,907-75.7% | $79,858-69.9% |
| Participation rate | 92.6% | 72.5%+20.1pp | 76.0%+16.6pp | 69.6%+23.0pp |
| Annual return | 17.96% | 60.99%-43.0pp | 196.43%-178.5pp | 31.71%-13.8pp |
| Employer contribution / active EE | $463 | $1,960-76.4% | $2,689-82.8% | $2,471-81.3% |
| Participant deferral / active EE | $1,831 | $3,265-43.9% | $4,244-56.9% | $3,740-51.0% |
| Admin fee / account holder | $59 | $6,013-99.0% | $6,642-99.1% | $5,306-98.9% |