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 | $12,970 | $62,672-79.3% | $185,117-93.0% | $70,131-81.5% |
| Participation rate | 73.3% | 63.8%+9.6pp | 77.3%-3.9pp | 69.5%+3.8pp |
| Annual return | 20.06% | 40.79%-20.7pp | 40.50%-20.4pp | 73.14%-53.1pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,508 | $3,272-53.9% | $5,045-70.1% | $3,332-54.7% |
| Admin fee / account holder | $144 | $3,932-96.3% | $8,159-98.2% | $4,645-96.9% |