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 | $17,858 | $58,828-69.6% | $77,999-77.1% | $62,891-71.6% |
| Participation rate | 96.5% | 71.1%+25.4pp | 75.5%+21.0pp | 69.3%+27.2pp |
| Annual return | 7.90% | 17.16%-9.3pp | 425.96%-418.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,490 | $1,672-10.9% | $2,470-39.7% | $2,281-34.7% |
| Participant deferral / active EE | $2,155 | $2,686-19.8% | $3,497-38.4% | $3,203-32.7% |
| Admin fee / account holder | $83 | $4,393-98.1% | $5,480-98.5% | $4,296-98.1% |