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 | $8,743 | $93,071-90.6% | $74,583-88.3% | $273,961-96.8% |
| Participation rate | 84.6% | 74.9%+9.7pp | 68.1%+16.5pp | 83.0%+1.6pp |
| Annual return | 12.02% | 26.18%-14.2pp | 20.47%-8.4pp | 41.45%-29.4pp |
| Employer contribution / active EE | $1,363 | $3,160-56.8% | $2,525-46.0% | $4,869-72.0% |
| Participant deferral / active EE | $2,308 | $4,160-44.5% | $3,458-33.2% | $5,287-56.3% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |