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 | $6,258 | $45,035-86.1% | $62,995-90.1% | $70,131-91.1% |
| Participation rate | 86.5% | 69.5%+16.9pp | 74.8%+11.7pp | 69.5%+16.9pp |
| Annual return | 19.68% | 18.76%+0.9pp | 87.57%-67.9pp | 73.14%-53.5pp |
| Employer contribution / active EE | $996 | $2,051-51.5% | $2,759-63.9% | $2,342-57.5% |
| Participant deferral / active EE | $952 | $2,465-61.4% | $3,329-71.4% | $3,332-71.4% |
| Admin fee / account holder | $265 | $2,834-90.6% | $3,600-92.6% | $4,645-94.3% |