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 | $2,744 | $65,365-95.8% | $92,893-97.0% | $72,985-96.2% |
| Participation rate | 84.1% | 68.3%+15.8pp | 76.0%+8.1pp | 69.5%+14.6pp |
| Annual return | 28.77% | 42.10%-13.3pp | 109.41%-80.6pp | 81.00%-52.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,483 | $3,128-52.6% | $4,236-65.0% | $3,607-58.9% |
| Admin fee / account holder | $147 | $4,251-96.6% | $5,794-97.5% | $5,124-97.1% |