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 | $6,520 | $78,705-91.7% | $117,854-94.5% | $70,131-90.7% |
| Participation rate | 82.9% | 73.2%+9.7pp | 79.7%+3.2pp | 69.5%+13.3pp |
| Annual return | 29.56% | 23.30%+6.3pp | 335.08%-305.5pp | 73.14%-43.6pp |
| Employer contribution / active EE | $1,744 | $2,223-21.6% | $3,786-53.9% | $2,342-25.6% |
| Participant deferral / active EE | $2,357 | $3,297-28.5% | $4,482-47.4% | $3,332-29.3% |
| Admin fee / account holder | $133 | $5,065-97.4% | $8,020-98.3% | $4,645-97.1% |