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 | $9,798 | $99,652-90.2% | $78,778-87.6% | $147,584-93.4% |
| Participation rate | 95.2% | 76.2%+19.0pp | 69.2%+26.0pp | 82.8%+12.4pp |
| Annual return | 17.62% | 47.28%-29.7pp | 35.62%-18.0pp | 578.55%-560.9pp |
| Employer contribution / active EE | $689 | $2,796-75.3% | $1,986-65.3% | $4,876-85.9% |
| Participant deferral / active EE | $1,570 | $3,664-57.2% | $2,958-46.9% | $5,439-71.1% |
| Admin fee / account holder | $123 | $7,155-98.3% | $5,134-97.6% | $10,885-98.9% |