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 | $2,489 | $39,122-93.6% | $57,179-95.6% | $62,891-96.0% |
| Participation rate | 77.9% | 70.5%+7.4pp | 75.3%+2.6pp | 69.3%+8.6pp |
| Annual return | 8.66% | 9.23%-0.6pp | 14.59%-5.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $784 | $2,374-67.0% | $3,096-74.7% | $3,203-75.5% |
| Admin fee / account holder | $82 | $2,592-96.8% | $3,139-97.4% | $4,296-98.1% |