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 | $14,422 | $228,332-93.7% | $185,823-92.2% | $158,922-90.9% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 16.30% | 40.80%-24.5pp | 35.95%-19.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,052 | $4,967-78.8% | $4,087-74.3% | $4,761-77.9% |
| Participant deferral / active EE | $1,407 | $6,415-78.1% | $5,632-75.0% | $5,982-76.5% |
| Admin fee / account holder | $262 | $11,864-97.8% | $9,500-97.2% | $11,246-97.7% |