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 | $19,025 | $93,346-79.6% | $71,796-73.5% | $273,961-93.1% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.1%+2.3pp | 83.0%-11.6pp |
| Annual return | 9.16% | 130.39%-121.2pp | 78.04%-68.9pp | 41.45%-32.3pp |
| Employer contribution / active EE | $2,219 | $2,733-18.8% | $1,924+15.3% | $4,869-54.4% |
| Participant deferral / active EE | $2,515 | $3,475-27.6% | $2,794-10.0% | $5,287-52.4% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |