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 | $3,584 | $45,073-92.0% | $69,455-94.8% | $72,985-95.1% |
| Participation rate | 72.4% | 68.5%+3.9pp | 74.6%-2.2pp | 69.5%+2.9pp |
| Annual return | 55.91% | 22.65%+33.3pp | 28.97%+26.9pp | 81.00%-25.1pp |
| Employer contribution / active EE | $828 | $2,054-59.7% | $2,779-70.2% | $2,440-66.1% |
| Participant deferral / active EE | $2,472 | $2,602-5.0% | $3,535-30.1% | $3,607-31.5% |
| Admin fee / account holder | $72 | $3,056-97.6% | $3,839-98.1% | $5,124-98.6% |