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 | $19,939 | $76,552-74.0% | $123,892-83.9% | $62,891-68.3% |
| Participation rate | 86.7% | 73.0%+13.7pp | 81.4%+5.3pp | 69.3%+17.4pp |
| Annual return | 16.25% | 18.68%-2.4pp | 47.52%-31.3pp | 20.14%-3.9pp |
| Employer contribution / active EE | $2,850 | $2,883-1.1% | $4,617-38.3% | $2,281+25.0% |
| Participant deferral / active EE | $4,444 | $4,840-8.2% | $5,984-25.7% | $3,203+38.7% |
| Admin fee / account holder | $145 | $4,826-97.0% | $8,357-98.3% | $4,296-96.6% |