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 | $13,736 | $58,523-76.5% | $99,443-86.2% | $72,985-81.2% |
| Participation rate | 75.0% | 64.6%+10.4pp | 73.8%+1.2pp | 69.5%+5.5pp |
| Annual return | 19.17% | 28.51%-9.3pp | 30.72%-11.5pp | 81.00%-61.8pp |
| Employer contribution / active EE | $912 | $1,512-39.7% | $2,540-64.1% | $2,440-62.6% |
| Participant deferral / active EE | $1,640 | $2,606-37.1% | $3,619-54.7% | $3,607-54.5% |
| Admin fee / account holder | $113 | $4,102-97.2% | $6,250-98.2% | $5,124-97.8% |