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 | $9,003 | $45,698-80.3% | $61,048-85.3% | $72,985-87.7% |
| Participation rate | 75.8% | 74.3%+1.5pp | 79.3%-3.6pp | 69.5%+6.3pp |
| Annual return | 19.58% | 20.14%-0.6pp | 26.18%-6.6pp | 81.00%-61.4pp |
| Employer contribution / active EE | $807 | $2,803-71.2% | $3,716-78.3% | $2,440-66.9% |
| Participant deferral / active EE | $1,151 | $3,264-64.7% | $4,470-74.2% | $3,607-68.1% |
| Admin fee / account holder | $292 | $3,347-91.3% | $3,728-92.2% | $5,124-94.3% |