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 | $1,318 | $45,073-97.1% | $69,455-98.1% | $72,985-98.2% |
| Participation rate | 96.2% | 68.5%+27.7pp | 74.6%+21.5pp | 69.5%+26.7pp |
| Annual return | 27.93% | 22.65%+5.3pp | 28.97%-1.0pp | 81.00%-53.1pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $806 | $2,602-69.0% | $3,535-77.2% | $3,607-77.7% |
| Admin fee / account holder | $43 | $3,056-98.6% | $3,839-98.9% | $5,124-99.2% |