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 | $8,000 | $90,503-91.2% | $78,689-89.8% | $273,961-97.1% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 14.24% | 75.60%-61.4pp | 62.18%-47.9pp | 41.45%-27.2pp |
| Employer contribution / active EE | $1,033 | $3,176-67.5% | $2,851-63.8% | $4,869-78.8% |
| Participant deferral / active EE | $2,582 | $3,901-33.8% | $3,517-26.6% | $5,287-51.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |