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 | $6,493 | $77,634-91.6% | $156,549-95.9% | $62,891-89.7% |
| Participation rate | 93.3% | 71.2%+22.1pp | 84.0%+9.3pp | 69.3%+24.0pp |
| Annual return | 9.20% | 50.32%-41.1pp | 32.23%-23.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $2,942 | $3,444-14.6% | $5,501-46.5% | $2,281+29.0% |
| Participant deferral / active EE | $1,124 | $3,045-63.1% | $4,871-76.9% | $3,203-64.9% |
| Admin fee / account holder | $228 | $5,561-95.9% | $13,027-98.3% | $4,296-94.7% |