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 | $28,625 | $86,929-67.1% | $102,423-72.1% | $80,856-64.6% |
| Participation rate | 92.6% | 72.4%+20.2pp | 76.5%+16.1pp | 67.6%+25.0pp |
| Annual return | 14.95% | 18.88%-3.9pp | 29.32%-14.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $988 | $2,369-58.3% | $3,023-67.3% | $2,755-64.1% |
| Participant deferral / active EE | $6,116 | $4,118+48.5% | $5,053+21.0% | $4,296+42.4% |
| Admin fee / account holder | $94 | $8,049-98.8% | $9,451-99.0% | $6,918-98.6% |