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 | $8,737 | $65,703-86.7% | $94,224-90.7% | $59,632-85.3% |
| Participation rate | 78.1% | 72.1%+6.0pp | 78.8%-0.7pp | 68.7%+9.4pp |
| Annual return | 35.39% | 5.22%+30.2pp | 10.68%+24.7pp | 2041.28%-2005.9pp |
| Employer contribution / active EE | $1,151 | $2,021-43.0% | $3,587-67.9% | $2,203-47.7% |
| Participant deferral / active EE | $1,625 | $3,143-48.3% | $4,320-62.4% | $3,192-49.1% |
| Admin fee / account holder | $138 | $4,264-96.8% | $6,269-97.8% | $4,297-96.8% |