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 | $10,792 | $52,279-79.4% | $89,391-87.9% | $79,858-86.5% |
| Participation rate | 80.8% | 57.5%+23.2pp | 68.0%+12.8pp | 69.6%+11.1pp |
| Annual return | 15.66% | 22.16%-6.5pp | 245.62%-230.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $379 | $1,572-75.9% | $2,586-85.3% | $2,471-84.6% |
| Participant deferral / active EE | $1,256 | $2,740-54.2% | $3,890-67.7% | $3,740-66.4% |
| Admin fee / account holder | $142 | $3,356-95.8% | $4,881-97.1% | $5,306-97.3% |