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 | $5,695 | $72,277-92.1% | $101,248-94.4% | $79,858-92.9% |
| Participation rate | 76.9% | 68.5%+8.5pp | 75.8%+1.1pp | 69.6%+7.3pp |
| Annual return | 28.84% | 22.30%+6.5pp | 46.47%-17.6pp | 31.71%-2.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,365 | $3,282+2.5% | $4,370-23.0% | $3,740-10.0% |
| Admin fee / account holder | $20 | $4,400-99.5% | $5,945-99.7% | $5,306-99.6% |