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 | $14,790 | $76,552-80.7% | $123,892-88.1% | $62,891-76.5% |
| Participation rate | 82.4% | 73.0%+9.4pp | 81.4%+0.9pp | 69.3%+13.0pp |
| Annual return | 12.14% | 18.68%-6.5pp | 47.52%-35.4pp | 20.14%-8.0pp |
| Employer contribution / active EE | $3,709 | $2,883+28.7% | $4,617-19.7% | $2,281+62.6% |
| Participant deferral / active EE | $5,748 | $4,840+18.8% | $5,984-4.0% | $3,203+79.4% |
| Admin fee / account holder | $196 | $4,826-95.9% | $8,357-97.7% | $4,296-95.4% |