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 | $11,173 | $162,781-93.1% | $133,956-91.7% | $158,922-93.0% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 15.92% | 41.94%-26.0pp | 45.09%-29.2pp | 302.83%-286.9pp |
| Employer contribution / active EE | $957 | $4,975-80.8% | $3,919-75.6% | $4,761-79.9% |
| Participant deferral / active EE | $1,869 | $5,911-68.4% | $5,048-63.0% | $5,982-68.8% |
| Admin fee / account holder | $174 | $11,736-98.5% | $8,927-98.1% | $11,246-98.5% |