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 | $3,305 | $96,557-96.6% | $80,975-95.9% | $273,961-98.8% |
| Participation rate | 78.6% | 79.1%-0.5pp | 75.8%+2.8pp | 83.0%-4.4pp |
| Annual return | 6.06% | 15.14%-9.1pp | 17.10%-11.0pp | 41.45%-35.4pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,880 | $6,598-71.5% | $5,696-67.0% | $5,287-64.4% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |