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 | $4,897 | $84,233-94.2% | $170,442-97.1% | $70,131-93.0% |
| Participation rate | 96.3% | 70.8%+25.5pp | 83.6%+12.7pp | 69.5%+26.8pp |
| Annual return | 22.21% | 23.06%-0.9pp | 205.93%-183.7pp | 73.14%-50.9pp |
| Employer contribution / active EE | $467 | $3,387-86.2% | $5,433-91.4% | $2,342-80.1% |
| Participant deferral / active EE | $1,469 | $3,086-52.4% | $4,939-70.3% | $3,332-55.9% |
| Admin fee / account holder | $226 | $5,698-96.0% | $13,880-98.4% | $4,645-95.1% |