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 | $17,656 | $215,361-91.8% | $171,082-89.7% | $273,961-93.6% |
| Participation rate | 90.9% | 82.0%+8.9pp | 76.7%+14.2pp | 83.0%+7.9pp |
| Annual return | 8.71% | 25.14%-16.4pp | 32.56%-23.8pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,460 | $4,967-70.6% | $4,002-63.5% | $4,869-70.0% |
| Participant deferral / active EE | $4,557 | $5,543-17.8% | $4,797-5.0% | $5,287-13.8% |
| Admin fee / account holder | $203 | $10,846-98.1% | $8,520-97.6% | $10,132-98.0% |