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 | $7,041 | $72,012-90.2% | $185,823-96.2% | $79,858-91.2% |
| Participation rate | 90.2% | 65.8%+24.4pp | 78.0%+12.1pp | 69.6%+20.5pp |
| Annual return | 21.99% | 23.12%-1.1pp | 35.95%-14.0pp | 31.71%-9.7pp |
| Employer contribution / active EE | $1,300 | $1,965-33.8% | $4,087-68.2% | $2,471-47.4% |
| Participant deferral / active EE | $1,715 | $3,779-54.6% | $5,632-69.5% | $3,740-54.1% |
| Admin fee / account holder | $70 | $4,513-98.5% | $9,500-99.3% | $5,306-98.7% |