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 | $7,732 | $72,177-89.3% | $115,037-93.3% | $59,632-87.0% |
| Participation rate | 95.0% | 72.6%+22.4pp | 81.4%+13.6pp | 68.7%+26.3pp |
| Annual return | 8.66% | 12.02%-3.4pp | 26.14%-17.5pp | 2041.28%-2032.6pp |
| Employer contribution / active EE | $2,073 | $2,841-27.0% | $4,608-55.0% | $2,203-5.9% |
| Participant deferral / active EE | $3,391 | $4,783-29.1% | $6,026-43.7% | $3,192+6.2% |
| Admin fee / account holder | $72 | $4,927-98.5% | $8,175-99.1% | $4,297-98.3% |