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 | $4,042 | $46,732-91.4% | $156,549-97.4% | $55,167-92.7% |
| Participation rate | 81.9% | 65.8%+16.1pp | 84.0%-2.1pp | 69.0%+12.9pp |
| Annual return | 8.65% | 17.72%-9.1pp | 32.23%-23.6pp | 169.23%-160.6pp |
| Employer contribution / active EE | $452 | $2,105-78.5% | $5,501-91.8% | $1,963-77.0% |
| Participant deferral / active EE | $716 | $2,204-67.5% | $4,871-85.3% | $3,054-76.5% |
| Admin fee / account holder | $158 | $418-62.2% | $13,027-98.8% | $504-68.6% |