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 | $22,267 | $153,772-85.5% | $133,980-83.4% | $273,961-91.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.60% | 36.51%-23.9pp | 29.30%-16.7pp | 41.45%-28.9pp |
| Employer contribution / active EE | $3,488 | $6,029-42.2% | $5,211-33.1% | $4,869-28.4% |
| Participant deferral / active EE | $8,661 | $6,958+24.5% | $6,282+37.9% | $5,287+63.8% |
| Admin fee / account holder | $24 | $11,765-99.8% | $9,324-99.7% | $10,132-99.8% |