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 | $20,786 | $78,422-73.5% | $95,952-78.3% | $79,858-74.0% |
| Participation rate | 83.8% | 73.5%+10.3pp | 77.1%+6.7pp | 69.6%+14.2pp |
| Annual return | 15.79% | 19.37%-3.6pp | 91.61%-75.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $861 | $1,945-55.7% | $2,541-66.1% | $2,471-65.2% |
| Participant deferral / active EE | $1,674 | $3,440-51.3% | $4,167-59.8% | $3,740-55.2% |
| Admin fee / account holder | $178 | $5,622-96.8% | $6,795-97.4% | $5,306-96.6% |