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 | $14,949 | $86,286-82.7% | $111,297-86.6% | $85,850-82.6% |
| Participation rate | 85.2% | 73.3%+11.9pp | 77.3%+7.9pp | 69.3%+15.9pp |
| Annual return | 14.98% | 19.99%-5.0pp | 54.65%-39.7pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,328 | $2,043-35.0% | $2,731-51.4% | $2,565-48.2% |
| Participant deferral / active EE | $2,451 | $3,641-32.7% | $4,487-45.4% | $3,952-38.0% |
| Admin fee / account holder | $196 | $8,188-97.6% | $7,964-97.5% | $6,260-96.9% |