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 | $12,599 | $62,672-79.9% | $185,117-93.2% | $70,131-82.0% |
| Participation rate | 76.9% | 63.8%+13.1pp | 77.3%-0.3pp | 69.5%+7.4pp |
| Annual return | 19.86% | 40.79%-20.9pp | 40.50%-20.6pp | 73.14%-53.3pp |
| Employer contribution / active EE | $854 | $1,753-51.3% | $4,182-79.6% | $2,342-63.5% |
| Participant deferral / active EE | $1,329 | $3,272-59.4% | $5,045-73.7% | $3,332-60.1% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |