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 | $13,424 | $158,817-91.5% | $121,196-88.9% | $135,375-90.1% |
| Participation rate | 95.8% | 79.3%+16.5pp | 71.7%+24.1pp | 82.6%+13.2pp |
| Annual return | 9.00% | -0.64%+9.6pp | 16.93%-7.9pp | 519.73%-510.7pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $184 | $4,005-95.4% | $3,344-94.5% | $5,609-96.7% |
| Admin fee / account holder | $109 | $6,512-98.3% | $5,019-97.8% | $10,827-99.0% |