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 | $4,131 | $46,869-91.2% | $122,332-96.6% | $70,131-94.1% |
| Participation rate | 73.3% | 58.2%+15.1pp | 71.6%+1.7pp | 69.5%+3.8pp |
| Annual return | 18.67% | 24.22%-5.5pp | 30.27%-11.6pp | 73.14%-54.5pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $990 | $2,166-54.3% | $3,287-69.9% | $3,332-70.3% |
| Admin fee / account holder | $59 | $3,322-98.2% | $5,478-98.9% | $4,645-98.7% |