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 | $13,432 | $153,772-91.3% | $133,980-90.0% | $273,961-95.1% |
| Participation rate | 76.9% | 88.4%-11.4pp | 87.1%-10.1pp | 83.0%-6.1pp |
| Annual return | 13.66% | 36.51%-22.9pp | 29.30%-15.6pp | 41.45%-27.8pp |
| Employer contribution / active EE | $1,649 | $6,029-72.6% | $5,211-68.4% | $4,869-66.1% |
| Participant deferral / active EE | $4,040 | $6,958-41.9% | $6,282-35.7% | $5,287-23.6% |
| Admin fee / account holder | $189 | $11,765-98.4% | $9,324-98.0% | $10,132-98.1% |