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 | $2,649 | $140,578-98.1% | $100,671-97.4% | $125,391-97.9% |
| Participation rate | 72.7% | 80.4%-7.7pp | 70.7%+2.0pp | 83.2%-10.5pp |
| Annual return | 0.00% | 24.67%-24.7pp | 20.43%-20.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $595 | $5,965-90.0% | $4,012-85.2% | $4,866-87.8% |
| Participant deferral / active EE | $1,594 | $3,981-60.0% | $3,144-49.3% | $5,352-70.2% |
| Admin fee / account holder | $17 | $6,716-99.7% | $4,850-99.6% | $9,540-99.8% |