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 | $13,839 | $136,307-89.8% | $106,619-87.0% | $273,961-94.9% |
| Participation rate | 76.5% | 84.8%-8.3pp | 78.0%-1.5pp | 83.0%-6.5pp |
| Annual return | 8.49% | 11.05%-2.6pp | 9.42%-0.9pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,208 | $5,190-76.7% | $3,947-69.4% | $4,869-75.2% |
| Participant deferral / active EE | $3,138 | $4,969-36.9% | $3,930-20.2% | $5,287-40.7% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |