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 | $7,863 | $153,311-94.9% | $109,313-92.8% | $273,961-97.1% |
| Participation rate | 87.5% | 80.1%+7.4pp | 71.3%+16.2pp | 83.0%+4.5pp |
| Annual return | 4.05% | 29.86%-25.8pp | 22.07%-18.0pp | 41.45%-37.4pp |
| Employer contribution / active EE | $698 | $5,619-87.6% | $3,892-82.1% | $4,869-85.7% |
| Participant deferral / active EE | $1,189 | $3,932-69.8% | $3,166-62.4% | $5,287-77.5% |
| Admin fee / account holder | $213 | $8,076-97.4% | $5,666-96.2% | $10,132-97.9% |