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 | $17,988 | $78,705-77.1% | $117,854-84.7% | $70,131-74.4% |
| Participation rate | 75.8% | 73.2%+2.6pp | 79.7%-3.9pp | 69.5%+6.2pp |
| Annual return | 21.90% | 23.30%-1.4pp | 335.08%-313.2pp | 73.14%-51.2pp |
| Employer contribution / active EE | $1,247 | $2,223-43.9% | $3,786-67.1% | $2,342-46.8% |
| Participant deferral / active EE | $2,728 | $3,297-17.3% | $4,482-39.1% | $3,332-18.1% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |