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 | $4,922 | $56,277-91.3% | $80,975-93.9% | $62,891-92.2% |
| Participation rate | 76.2% | 69.0%+7.2pp | 75.8%+0.4pp | 69.3%+6.9pp |
| Annual return | 41.40% | 22.12%+19.3pp | 17.10%+24.3pp | 20.14%+21.3pp |
| Employer contribution / active EE | $309 | $1,943-84.1% | $3,714-91.7% | $2,281-86.5% |
| Participant deferral / active EE | $2,871 | $4,195-31.6% | $5,696-49.6% | $3,203-10.4% |
| Admin fee / account holder | $294 | $3,741-92.1% | $5,516-94.7% | $4,296-93.2% |