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 | $18,133 | $72,277-74.9% | $101,248-82.1% | $79,858-77.3% |
| Participation rate | 74.2% | 68.5%+5.7pp | 75.8%-1.6pp | 69.6%+4.6pp |
| Annual return | 19.96% | 22.30%-2.3pp | 46.47%-26.5pp | 31.71%-11.8pp |
| Employer contribution / active EE | $1,390 | $2,692-48.4% | $3,660-62.0% | $2,471-43.7% |
| Participant deferral / active EE | $3,472 | $3,282+5.8% | $4,370-20.6% | $3,740-7.2% |
| Admin fee / account holder | $21 | $4,400-99.5% | $5,945-99.7% | $5,306-99.6% |