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 | $5,938 | $84,233-93.0% | $170,442-96.5% | $70,131-91.5% |
| Participation rate | 83.2% | 70.8%+12.3pp | 83.6%-0.4pp | 69.5%+13.6pp |
| Annual return | 18.42% | 23.06%-4.6pp | 205.93%-187.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $467 | $3,387-86.2% | $5,433-91.4% | $2,342-80.0% |
| Participant deferral / active EE | $1,278 | $3,086-58.6% | $4,939-74.1% | $3,332-61.6% |
| Admin fee / account holder | $215 | $5,698-96.2% | $13,880-98.5% | $4,645-95.4% |