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 | $9,049 | $84,233-89.3% | $170,442-94.7% | $70,131-87.1% |
| Participation rate | 79.5% | 70.8%+8.7pp | 83.6%-4.1pp | 69.5%+10.0pp |
| Annual return | 16.76% | 23.06%-6.3pp | 205.93%-189.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $707 | $3,387-79.1% | $5,433-87.0% | $2,342-69.8% |
| Participant deferral / active EE | $2,002 | $3,086-35.1% | $4,939-59.5% | $3,332-39.9% |
| Admin fee / account holder | $264 | $5,698-95.4% | $13,880-98.1% | $4,645-94.3% |