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 | $3,627 | $45,035-91.9% | $62,995-94.2% | $70,131-94.8% |
| Participation rate | 77.3% | 69.5%+7.7pp | 74.8%+2.5pp | 69.5%+7.7pp |
| Annual return | 16.05% | 18.76%-2.7pp | 87.57%-71.5pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $965 | $2,465-60.9% | $3,329-71.0% | $3,332-71.0% |
| Admin fee / account holder | $256 | $2,834-91.0% | $3,600-92.9% | $4,645-94.5% |