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 | $1,733 | $39,122-95.6% | $57,179-97.0% | $62,891-97.2% |
| Participation rate | 92.0% | 70.5%+21.5pp | 75.3%+16.7pp | 69.3%+22.7pp |
| Annual return | 10.11% | 9.23%+0.9pp | 14.59%-4.5pp | 20.14%-10.0pp |
| Employer contribution / active EE | $372 | $1,874-80.2% | $2,682-86.1% | $2,281-83.7% |
| Participant deferral / active EE | $798 | $2,374-66.4% | $3,096-74.2% | $3,203-75.1% |
| Admin fee / account holder | $21 | $2,592-99.2% | $3,139-99.3% | $4,296-99.5% |