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 | $2,060 | $107,015-98.1% | $73,545-97.2% | $147,584-98.6% |
| Participation rate | 91.7% | 66.4%+25.3pp | 54.9%+36.7pp | 82.8%+8.8pp |
| Annual return | 28.42% | 38.25%-9.8pp | -15.16%+43.6pp | 578.55%-550.1pp |
| Employer contribution / active EE | $378 | $1,760-78.5% | $1,219-69.0% | $4,876-92.2% |
| Participant deferral / active EE | $1,012 | $2,462-58.9% | $1,806-44.0% | $5,439-81.4% |
| Admin fee / account holder | $111 | $3,055-96.4% | $2,320-95.2% | $10,885-99.0% |