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 | $9,651 | $55,706-82.7% | $75,886-87.3% | $72,985-86.8% |
| Participation rate | 88.2% | 61.1%+27.1pp | 69.3%+19.0pp | 69.5%+18.7pp |
| Annual return | 24.66% | 27.59%-2.9pp | 30.76%-6.1pp | 81.00%-56.3pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,779 | $2,634-32.4% | $3,603-50.6% | $3,607-50.7% |
| Admin fee / account holder | $139 | $3,978-96.5% | $5,418-97.4% | $5,124-97.3% |