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 | $18,374 | $153,772-88.1% | $133,980-86.3% | $273,961-93.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 14.25% | 36.51%-22.3pp | 29.30%-15.0pp | 41.45%-27.2pp |
| Employer contribution / active EE | $1,791 | $6,029-70.3% | $5,211-65.6% | $4,869-63.2% |
| Participant deferral / active EE | $4,433 | $6,958-36.3% | $6,282-29.4% | $5,287-16.2% |
| Admin fee / account holder | $15 | $11,765-99.9% | $9,324-99.8% | $10,132-99.8% |