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 | $9,927 | $93,346-89.4% | $71,796-86.2% | $273,961-96.4% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.1%+21.8pp | 83.0%+7.9pp |
| Annual return | 11.45% | 130.39%-118.9pp | 78.04%-66.6pp | 41.45%-30.0pp |
| Employer contribution / active EE | $1,573 | $2,733-42.5% | $1,924-18.3% | $4,869-67.7% |
| Participant deferral / active EE | $2,001 | $3,475-42.4% | $2,794-28.4% | $5,287-62.2% |
| Admin fee / account holder | $77 | $6,571-98.8% | $4,815-98.4% | $10,132-99.2% |