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 | $23,741 | $181,894-86.9% | $156,549-84.8% | $273,961-91.3% |
| Participation rate | 73.7% | 88.4%-14.7pp | 84.0%-10.3pp | 83.0%-9.3pp |
| Annual return | 14.39% | 30.74%-16.3pp | 32.23%-17.8pp | 41.45%-27.1pp |
| Employer contribution / active EE | $1,624 | $6,248-74.0% | $5,501-70.5% | $4,869-66.6% |
| Participant deferral / active EE | $4,112 | $5,550-25.9% | $4,871-15.6% | $5,287-22.2% |
| Admin fee / account holder | $30 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |