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 5-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 | $7,015 | $81,248-91.4% | $155,509-95.5% | $80,856-91.3% |
| Participation rate | 81.5% | 66.2%+15.3pp | 78.2%+3.3pp | 67.6%+13.8pp |
| Annual return | 31.93% | 33.31%-1.4pp | 64.67%-32.7pp | 35.59%-3.7pp |
| Employer contribution / active EE | $394 | $3,100-87.3% | $4,672-91.6% | $2,755-85.7% |
| Participant deferral / active EE | $948 | $3,452-72.5% | $5,626-83.1% | $4,296-77.9% |
| Admin fee / account holder | $3 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |