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 | $7,907 | $90,503-91.3% | $78,689-90.0% | $273,961-97.1% |
| Participation rate | 73.3% | 76.5%-3.2pp | 73.6%-0.2pp | 83.0%-9.7pp |
| Annual return | 36.33% | 75.60%-39.3pp | 62.18%-25.8pp | 41.45%-5.1pp |
| Employer contribution / active EE | $1,765 | $3,176-44.4% | $2,851-38.1% | $4,869-63.8% |
| Participant deferral / active EE | $4,468 | $3,901+14.5% | $3,517+27.1% | $5,287-15.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |