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 | $18,310 | $48,313-62.1% | $73,307-75.0% | $52,331-65.0% |
| Participation rate | 94.1% | 68.6%+25.5pp | 74.9%+19.1pp | 68.1%+26.0pp |
| Annual return | 0.65% | 3.85%-3.2pp | 5.67%-5.0pp | 4.54%-3.9pp |
| Employer contribution / active EE | $2,729 | $1,661+64.3% | $3,237-15.7% | $1,882+45.0% |
| Participant deferral / active EE | $3,530 | $4,189-15.7% | $4,991-29.3% | $3,022+16.8% |
| Admin fee / account holder | $259 | $404-35.9% | $5,637-95.4% | $592-56.2% |