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 | $5,426 | $48,230-88.8% | $67,502-92.0% | $80,856-93.3% |
| Participation rate | 74.1% | 66.4%+7.7pp | 72.9%+1.2pp | 67.6%+6.4pp |
| Annual return | 15.09% | 18.28%-3.2pp | 3512.12%-3497.0pp | 35.59%-20.5pp |
| Employer contribution / active EE | $865 | $2,020-57.2% | $2,731-68.3% | $2,755-68.6% |
| Participant deferral / active EE | $1,022 | $2,924-65.0% | $4,000-74.4% | $4,296-76.2% |
| Admin fee / account holder | $272 | $3,681-92.6% | $3,998-93.2% | $6,918-96.1% |