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 | $16,715 | $96,557-82.7% | $80,975-79.4% | $273,961-93.9% |
| Participation rate | 77.8% | 79.1%-1.3pp | 75.8%+2.0pp | 83.0%-5.2pp |
| Annual return | 3.24% | 15.14%-11.9pp | 17.10%-13.9pp | 41.45%-38.2pp |
| Employer contribution / active EE | $1,030 | $4,868-78.8% | $3,714-72.3% | $4,869-78.8% |
| Participant deferral / active EE | $3,782 | $6,598-42.7% | $5,696-33.6% | $5,287-28.5% |
| Admin fee / account holder | $58 | $7,492-99.2% | $5,516-99.0% | $10,132-99.4% |