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 | $15,205 | $103,376-85.3% | $87,100-82.5% | $152,861-90.1% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.9%+17.9pp | 82.4%+12.3pp |
| Annual return | 30.12% | 28.10%+2.0pp | 28.19%+1.9pp | 345.32%-315.2pp |
| Employer contribution / active EE | $1,458 | $3,220-54.7% | $2,521-42.2% | $4,762-69.4% |
| Participant deferral / active EE | $3,471 | $4,778-27.3% | $4,049-14.3% | $5,850-40.7% |
| Admin fee / account holder | $267 | $12,205-97.8% | $7,497-96.4% | $11,596-97.7% |