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 | $10,080 | $39,122-74.2% | $57,179-82.4% | $62,891-84.0% |
| Participation rate | 85.2% | 70.5%+14.7pp | 75.3%+9.8pp | 69.3%+15.9pp |
| Annual return | 8.34% | 9.23%-0.9pp | 14.59%-6.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,431 | $1,874-23.6% | $2,682-46.6% | $2,281-37.2% |
| Participant deferral / active EE | $1,945 | $2,374-18.1% | $3,096-37.2% | $3,203-39.3% |
| Admin fee / account holder | $103 | $2,592-96.0% | $3,139-96.7% | $4,296-97.6% |