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 | $2,951 | $45,035-93.4% | $62,995-95.3% | $70,131-95.8% |
| Participation rate | 91.7% | 69.5%+22.1pp | 74.8%+16.9pp | 69.5%+22.1pp |
| Annual return | 24.85% | 18.76%+6.1pp | 87.57%-62.7pp | 73.14%-48.3pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,262 | $2,465-48.8% | $3,329-62.1% | $3,332-62.1% |
| Admin fee / account holder | $4 | $2,834-99.9% | $3,600-99.9% | $4,645-99.9% |