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 | $14,122 | $99,341-85.8% | $84,750-83.3% | $273,961-94.8% |
| Participation rate | 70.6% | 80.7%-10.1pp | 76.6%-6.0pp | 83.0%-12.4pp |
| Annual return | 5.71% | 22.93%-17.2pp | 22.78%-17.1pp | 41.45%-35.7pp |
| Employer contribution / active EE | $795 | $4,214-81.1% | $3,574-77.8% | $4,869-83.7% |
| Participant deferral / active EE | $1,169 | $4,269-72.6% | $3,712-68.5% | $5,287-77.9% |
| Admin fee / account holder | $231 | $6,644-96.5% | $5,332-95.7% | $10,132-97.7% |