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 4-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 | $9,322 | $106,515-91.2% | $96,683-90.4% | $139,434-93.3% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 24.23% | 38.43%-14.2pp | 35.69%-11.5pp | 372.94%-348.7pp |
| Employer contribution / active EE | $1,067 | $4,103-74.0% | $3,737-71.4% | $4,751-77.5% |
| Participant deferral / active EE | $2,183 | $5,454-60.0% | $4,878-55.3% | $6,710-67.5% |
| Admin fee / account holder | $19 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |