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 | $15,374 | $92,222-83.3% | $76,768-80.0% | $135,375-88.6% |
| Participation rate | 94.7% | 79.8%+15.0pp | 77.0%+17.8pp | 82.6%+12.1pp |
| Annual return | 10.70% | 5.46%+5.2pp | 2.43%+8.3pp | 519.73%-509.0pp |
| Employer contribution / active EE | $4,181 | $3,216+30.0% | $2,485+68.3% | $4,779-12.5% |
| Participant deferral / active EE | $4,619 | $4,509+2.5% | $3,852+19.9% | $5,609-17.6% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |