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 | $6,957 | $45,035-84.6% | $62,995-89.0% | $70,131-90.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 18.87% | 18.76%+0.1pp | 87.57%-68.7pp | 73.14%-54.3pp |
| Employer contribution / active EE | $490 | $2,051-76.1% | $2,759-82.2% | $2,342-79.1% |
| Participant deferral / active EE | $1,593 | $2,465-35.4% | $3,329-52.1% | $3,332-52.2% |
| Admin fee / account holder | $155 | $2,834-94.5% | $3,600-95.7% | $4,645-96.7% |