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 | $9,557 | $91,037-89.5% | $71,671-86.7% | $147,584-93.5% |
| Participation rate | 88.9% | 76.1%+12.8pp | 68.7%+20.1pp | 82.8%+6.1pp |
| Annual return | 18.96% | 20.48%-1.5pp | 20.65%-1.7pp | 578.55%-559.6pp |
| Employer contribution / active EE | $522 | $3,327-84.3% | $2,460-78.8% | $4,876-89.3% |
| Participant deferral / active EE | $3,906 | $4,498-13.2% | $3,438+13.6% | $5,439-28.2% |
| Admin fee / account holder | $113 | $8,613-98.7% | $5,558-98.0% | $10,885-99.0% |