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 | $18,086 | $54,541-66.8% | $78,778-77.0% | $70,131-74.2% |
| Participation rate | 92.9% | 60.8%+32.1pp | 69.2%+23.7pp | 69.5%+23.3pp |
| Annual return | 38.34% | 21.07%+17.3pp | 35.62%+2.7pp | 73.14%-34.8pp |
| Employer contribution / active EE | $1,920 | $1,089+76.4% | $1,986-3.3% | $2,342-18.0% |
| Participant deferral / active EE | $5,951 | $2,210+169.3% | $2,958+101.2% | $3,332+78.6% |
| Admin fee / account holder | $43 | $3,709-98.8% | $5,134-99.2% | $4,645-99.1% |