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 | $3,380 | $153,311-97.8% | $109,313-96.9% | $273,961-98.8% |
| Participation rate | 82.6% | 80.1%+2.5pp | 71.3%+11.3pp | 83.0%-0.4pp |
| Annual return | 7.70% | 29.86%-22.2pp | 22.07%-14.4pp | 41.45%-33.8pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,348 | $3,932-65.7% | $3,166-57.4% | $5,287-74.5% |
| Admin fee / account holder | $5 | $8,076-99.9% | $5,666-99.9% | $10,132-99.9% |