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 | $13,776 | $107,334-87.2% | $92,893-85.2% | $152,861-91.0% |
| Participation rate | 73.9% | 79.8%-5.9pp | 76.0%-2.1pp | 82.4%-8.5pp |
| Annual return | 20.40% | 145.58%-125.2pp | 109.41%-89.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $870 | $4,221-79.4% | $3,653-76.2% | $4,762-81.7% |
| Participant deferral / active EE | $2,353 | $4,845-51.4% | $4,236-44.4% | $5,850-59.8% |
| Admin fee / account holder | $84 | $7,079-98.8% | $5,794-98.6% | $11,596-99.3% |