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 | $7,253 | $52,884-86.3% | $84,750-91.4% | $55,167-86.9% |
| Participation rate | 84.5% | 67.5%+17.0pp | 76.6%+7.9pp | 69.0%+15.5pp |
| Annual return | 5.85% | 18.03%-12.2pp | 22.78%-16.9pp | 169.23%-163.4pp |
| Employer contribution / active EE | $908 | $2,233-59.3% | $3,574-74.6% | $1,963-53.7% |
| Participant deferral / active EE | $1,801 | $2,644-31.9% | $3,712-51.5% | $3,054-41.0% |
| Admin fee / account holder | $202 | $581-65.2% | $5,332-96.2% | $504-59.9% |