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 | $8,795 | $84,233-89.6% | $170,442-94.8% | $70,131-87.5% |
| Participation rate | 94.4% | 70.8%+23.6pp | 83.6%+10.8pp | 69.5%+24.9pp |
| Annual return | 24.80% | 23.06%+1.7pp | 205.93%-181.1pp | 73.14%-48.3pp |
| Employer contribution / active EE | $1,130 | $3,387-66.6% | $5,433-79.2% | $2,342-51.8% |
| Participant deferral / active EE | $2,862 | $3,086-7.3% | $4,939-42.1% | $3,332-14.1% |
| Admin fee / account holder | $33 | $5,698-99.4% | $13,880-99.8% | $4,645-99.3% |