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 | $3,869 | $52,279-92.6% | $89,391-95.7% | $79,858-95.2% |
| Participation rate | 93.3% | 57.5%+35.8pp | 68.0%+25.4pp | 69.6%+23.7pp |
| Annual return | 16.58% | 22.16%-5.6pp | 245.62%-229.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $664 | $1,572-57.8% | $2,586-74.3% | $2,471-73.1% |
| Participant deferral / active EE | $931 | $2,740-66.0% | $3,890-76.1% | $3,740-75.1% |
| Admin fee / account holder | $294 | $3,356-91.2% | $4,881-94.0% | $5,306-94.5% |