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 | $12,289 | $59,839-79.5% | $81,983-85.0% | $79,858-84.6% |
| Participation rate | 96.4% | 61.6%+34.8pp | 69.2%+27.2pp | 69.6%+26.8pp |
| Annual return | 17.84% | 17.56%+0.3pp | 41.31%-23.5pp | 31.71%-13.9pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,464 | $2,695-8.6% | $3,722-33.8% | $3,740-34.1% |
| Admin fee / account holder | $188 | $4,287-95.6% | $5,664-96.7% | $5,306-96.4% |