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 | $2,849 | $53,516-94.7% | $126,539-97.7% | $84,808-96.6% |
| Participation rate | 71.1% | 58.2%+12.9pp | 69.8%+1.3pp | 68.3%+2.8pp |
| Annual return | 43.82% | 58.34%-14.5pp | 425.95%-382.1pp | 40.90%+2.9pp |
| Employer contribution / active EE | $587 | $1,535-61.7% | $3,674-84.0% | $2,631-77.7% |
| Participant deferral / active EE | $918 | $2,671-65.6% | $4,083-77.5% | $4,212-78.2% |
| Admin fee / account holder | $83 | $4,497-98.2% | $6,065-98.6% | $7,344-98.9% |