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 | $11,702 | $73,933-84.2% | $96,683-87.9% | $75,163-84.4% |
| Participation rate | 86.1% | 66.4%+19.7pp | 74.3%+11.8pp | 67.2%+18.9pp |
| Annual return | 50.81% | 26.70%+24.1pp | 35.69%+15.1pp | 160.62%-109.8pp |
| Employer contribution / active EE | $1,780 | $2,928-39.2% | $3,737-52.4% | $2,670-33.3% |
| Participant deferral / active EE | $3,586 | $3,659-2.0% | $4,878-26.5% | $4,125-13.1% |
| Admin fee / account holder | $235 | $5,216-95.5% | $6,730-96.5% | $5,651-95.8% |