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 | $7,462 | $88,707-91.6% | $74,183-89.9% | $273,961-97.3% |
| Participation rate | 89.5% | 79.4%+10.0pp | 76.6%+12.9pp | 83.0%+6.5pp |
| Annual return | 3.26% | 11.94%-8.7pp | 17.74%-14.5pp | 41.45%-38.2pp |
| Employer contribution / active EE | $1,602 | $3,159-49.3% | $2,370-32.4% | $4,869-67.1% |
| Participant deferral / active EE | $3,577 | $4,212-15.1% | $3,550+0.8% | $5,287-32.3% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |