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 | $11,179 | $154,228-92.8% | $145,433-92.3% | $137,256-91.9% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 24.75% | 74.59%-49.8pp | 66.58%-41.8pp | 220.34%-195.6pp |
| Employer contribution / active EE | $1,005 | $4,804-79.1% | $4,554-77.9% | $4,156-75.8% |
| Participant deferral / active EE | $2,523 | $8,216-69.3% | $7,897-68.0% | $6,407-60.6% |
| Admin fee / account holder | $8 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |