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 | $6,095 | $77,634-92.1% | $156,549-96.1% | $62,891-90.3% |
| Participation rate | 72.0% | 71.2%+0.8pp | 84.0%-12.0pp | 69.3%+2.7pp |
| Annual return | 11.11% | 50.32%-39.2pp | 32.23%-21.1pp | 20.14%-9.0pp |
| Employer contribution / active EE | $600 | $3,444-82.6% | $5,501-89.1% | $2,281-73.7% |
| Participant deferral / active EE | $941 | $3,045-69.1% | $4,871-80.7% | $3,203-70.6% |
| Admin fee / account holder | $9 | $5,561-99.8% | $13,027-99.9% | $4,296-99.8% |