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 | $11,735 | $64,348-81.8% | $90,160-87.0% | $70,131-83.3% |
| Participation rate | 78.6% | 70.4%+8.1pp | 76.9%+1.7pp | 69.5%+9.0pp |
| Annual return | 23.14% | 28.13%-5.0pp | 34.88%-11.7pp | 73.14%-50.0pp |
| Employer contribution / active EE | $902 | $2,046-55.9% | $3,318-72.8% | $2,342-61.5% |
| Participant deferral / active EE | $3,842 | $4,389-12.5% | $5,288-27.3% | $3,332+15.3% |
| Admin fee / account holder | $31 | $3,944-99.2% | $5,943-99.5% | $4,645-99.3% |