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 | $8,157 | $99,032-91.8% | $80,019-89.8% | $135,375-94.0% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -4.85% | 15.39%-20.2pp | 11.22%-16.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,096 | $3,043-64.0% | $2,468-55.6% | $4,779-77.1% |
| Participant deferral / active EE | $2,053 | $4,282-52.1% | $3,686-44.3% | $5,609-63.4% |
| Admin fee / account holder | $40 | $10,436-99.6% | $6,521-99.4% | $10,827-99.6% |