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 | $2,841 | $45,035-93.7% | $62,995-95.5% | $70,131-95.9% |
| Participation rate | 82.8% | 69.5%+13.2pp | 74.8%+8.0pp | 69.5%+13.2pp |
| Annual return | 32.92% | 18.76%+14.2pp | 87.57%-54.6pp | 73.14%-40.2pp |
| Employer contribution / active EE | $469 | $2,051-77.2% | $2,759-83.0% | $2,342-80.0% |
| Participant deferral / active EE | $1,589 | $2,465-35.5% | $3,329-52.3% | $3,332-52.3% |
| Admin fee / account holder | $4 | $2,834-99.9% | $3,600-99.9% | $4,645-99.9% |