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 | $6,314 | $78,672-92.0% | $109,143-94.2% | $85,850-92.6% |
| Participation rate | 95.7% | 68.3%+27.4pp | 75.9%+19.8pp | 69.3%+26.3pp |
| Annual return | 11.91% | 25.09%-13.2pp | 25.75%-13.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $676 | $2,735-75.3% | $3,722-81.8% | $2,565-73.6% |
| Participant deferral / active EE | $1,825 | $3,467-47.4% | $4,653-60.8% | $3,952-53.8% |
| Admin fee / account holder | $181 | $5,469-96.7% | $6,752-97.3% | $6,260-97.1% |