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 | $2,791 | $77,634-96.4% | $156,549-98.2% | $62,891-95.6% |
| Participation rate | 73.1% | 71.2%+1.9pp | 84.0%-10.9pp | 69.3%+3.8pp |
| Annual return | 13.76% | 50.32%-36.6pp | 32.23%-18.5pp | 20.14%-6.4pp |
| Employer contribution / active EE | $442 | $3,444-87.2% | $5,501-92.0% | $2,281-80.6% |
| Participant deferral / active EE | $1,061 | $3,045-65.2% | $4,871-78.2% | $3,203-66.9% |
| Admin fee / account holder | $56 | $5,561-99.0% | $13,027-99.6% | $4,296-98.7% |