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 | $8,566 | $58,828-85.4% | $77,999-89.0% | $62,891-86.4% |
| Participation rate | 90.6% | 71.1%+19.6pp | 75.5%+15.1pp | 69.3%+21.3pp |
| Annual return | 12.36% | 17.16%-4.8pp | 425.96%-413.6pp | 20.14%-7.8pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,528 | $2,686-43.1% | $3,497-56.3% | $3,203-52.3% |
| Admin fee / account holder | $124 | $4,393-97.2% | $5,480-97.7% | $4,296-97.1% |