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 | $2,759 | $48,076-94.3% | $78,689-96.5% | $62,891-95.6% |
| Participation rate | 81.1% | 65.2%+15.9pp | 73.6%+7.6pp | 69.3%+11.8pp |
| Annual return | 16.24% | 31.35%-15.1pp | 62.18%-45.9pp | 20.14%-3.9pp |
| Employer contribution / active EE | $811 | $2,015-59.8% | $2,851-71.6% | $2,281-64.4% |
| Participant deferral / active EE | $1,266 | $2,588-51.1% | $3,517-64.0% | $3,203-60.5% |
| Admin fee / account holder | $106 | $3,207-96.7% | $4,510-97.6% | $4,296-97.5% |