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 | $5,715 | $69,207-91.7% | $64,056-91.1% | $139,434-95.9% |
| Participation rate | 95.2% | 75.6%+19.6pp | 72.3%+22.9pp | 80.3%+14.9pp |
| Annual return | 23.00% | 45.88%-22.9pp | 33.69%-10.7pp | 372.94%-349.9pp |
| Employer contribution / active EE | $1,338 | $3,182-58.0% | $2,747-51.3% | $4,751-71.8% |
| Participant deferral / active EE | $2,083 | $4,682-55.5% | $3,880-46.3% | $6,710-69.0% |
| Admin fee / account holder | $193 | $4,244-95.4% | $3,068-93.7% | $11,403-98.3% |