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 | $5,877 | $57,065-89.7% | $75,670-92.2% | $70,131-91.6% |
| Participation rate | 74.1% | 68.1%+6.0pp | 72.3%+1.7pp | 69.5%+4.5pp |
| Annual return | 22.30% | 23.57%-1.3pp | 27.34%-5.0pp | 73.14%-50.8pp |
| Employer contribution / active EE | $736 | $1,817-59.5% | $2,352-68.7% | $2,342-68.6% |
| Participant deferral / active EE | $1,630 | $2,580-36.8% | $3,142-48.1% | $3,332-51.1% |
| Admin fee / account holder | $133 | $3,825-96.5% | $5,800-97.7% | $4,645-97.1% |