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 | $19,389 | $54,541-64.5% | $78,778-75.4% | $70,131-72.4% |
| Participation rate | 82.8% | 60.8%+22.0pp | 69.2%+13.6pp | 69.5%+13.2pp |
| Annual return | 22.49% | 21.07%+1.4pp | 35.62%-13.1pp | 73.14%-50.6pp |
| Employer contribution / active EE | $1,638 | $1,089+50.4% | $1,986-17.5% | $2,342-30.1% |
| Participant deferral / active EE | $3,459 | $2,210+56.5% | $2,958+16.9% | $3,332+3.8% |
| Admin fee / account holder | $107 | $3,709-97.1% | $5,134-97.9% | $4,645-97.7% |