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 | $9,760 | $45,035-78.3% | $62,995-84.5% | $70,131-86.1% |
| Participation rate | 73.6% | 69.5%+4.1pp | 74.8%-1.2pp | 69.5%+4.0pp |
| Annual return | 19.72% | 18.76%+1.0pp | 87.57%-67.8pp | 73.14%-53.4pp |
| Employer contribution / active EE | $843 | $2,051-58.9% | $2,759-69.4% | $2,342-64.0% |
| Participant deferral / active EE | $1,112 | $2,465-54.9% | $3,329-66.6% | $3,332-66.6% |
| Admin fee / account holder | $250 | $2,834-91.2% | $3,600-93.0% | $4,645-94.6% |