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 | $6,572 | $32,037-79.5% | $69,182-90.5% | $62,891-89.5% |
| Participation rate | 72.4% | 43.4%+29.0pp | 55.1%+17.3pp | 69.3%+3.1pp |
| Annual return | 7.60% | 15.16%-7.6pp | -21.93%+29.5pp | 20.14%-12.5pp |
| Employer contribution / active EE | $513 | $679-24.4% | $1,206-57.5% | $2,281-77.5% |
| Participant deferral / active EE | $847 | $1,185-28.5% | $1,897-55.3% | $3,203-73.6% |
| Admin fee / account holder | $203 | $2,608-92.2% | $2,697-92.5% | $4,296-95.3% |