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 | $4,652 | $72,277-93.6% | $101,248-95.4% | $79,858-94.2% |
| Participation rate | 72.0% | 68.5%+3.5pp | 75.8%-3.8pp | 69.6%+2.4pp |
| Annual return | 30.69% | 22.30%+8.4pp | 46.47%-15.8pp | 31.71%-1.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,401 | $3,282-57.3% | $4,370-67.9% | $3,740-62.5% |
| Admin fee / account holder | $145 | $4,400-96.7% | $5,945-97.6% | $5,306-97.3% |