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 | $11,190 | $110,257-89.9% | $96,544-88.4% | $139,434-92.0% |
| Participation rate | 95.2% | 78.1%+17.1pp | 76.0%+19.3pp | 80.3%+14.9pp |
| Annual return | 15.94% | 26.32%-10.4pp | 25.84%-9.9pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,361 | $3,620-62.4% | $2,965-54.1% | $4,751-71.4% |
| Participant deferral / active EE | $2,268 | $5,548-59.1% | $4,851-53.2% | $6,710-66.2% |
| Admin fee / account holder | $143 | $11,591-98.8% | $8,252-98.3% | $11,403-98.7% |