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 | $15,149 | $105,630-85.7% | $87,507-82.7% | $273,961-94.5% |
| Participation rate | 88.2% | 78.2%+10.0pp | 73.8%+14.4pp | 83.0%+5.2pp |
| Annual return | 10.66% | 12.25%-1.6pp | 12.21%-1.6pp | 41.45%-30.8pp |
| Employer contribution / active EE | $1,343 | $3,141-57.2% | $2,550-47.3% | $4,869-72.4% |
| Participant deferral / active EE | $3,379 | $3,601-6.2% | $3,149+7.3% | $5,287-36.1% |
| Admin fee / account holder | $245 | $4,781-94.9% | $4,221-94.2% | $10,132-97.6% |