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 | $13,582 | $53,822-74.8% | $75,696-82.1% | $85,850-84.2% |
| Participation rate | 74.5% | 69.1%+5.4pp | 74.8%-0.3pp | 69.3%+5.2pp |
| Annual return | 15.32% | 24.54%-9.2pp | 104.53%-89.2pp | 318.53%-303.2pp |
| Employer contribution / active EE | $388 | $2,017-80.8% | $2,743-85.9% | $2,565-84.9% |
| Participant deferral / active EE | $1,071 | $2,895-63.0% | $3,821-72.0% | $3,952-72.9% |
| Admin fee / account holder | $231 | $3,343-93.1% | $3,619-93.6% | $6,260-96.3% |