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 | $10,453 | $48,046-78.2% | $84,611-87.6% | $72,985-85.7% |
| Participation rate | 90.9% | 57.6%+33.3pp | 68.2%+22.7pp | 69.5%+21.4pp |
| Annual return | 22.31% | 37.38%-15.1pp | 258.74%-236.4pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,123 | $1,602-29.9% | $2,652-57.6% | $2,440-54.0% |
| Participant deferral / active EE | $2,189 | $2,680-18.3% | $3,899-43.9% | $3,607-39.3% |
| Admin fee / account holder | $163 | $3,395-95.2% | $4,912-96.7% | $5,124-96.8% |