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 | $14,568 | $56,897-74.4% | $84,750-82.8% | $62,891-76.8% |
| Participation rate | 74.2% | 68.5%+5.7pp | 76.6%-2.4pp | 69.3%+4.9pp |
| Annual return | 19.26% | 6.30%+13.0pp | 22.78%-3.5pp | 20.14%-0.9pp |
| Employer contribution / active EE | $1,282 | $2,400-46.6% | $3,574-64.1% | $2,281-43.8% |
| Participant deferral / active EE | $3,224 | $2,709+19.0% | $3,712-13.1% | $3,203+0.7% |
| Admin fee / account holder | $3 | $3,581-99.9% | $5,332-99.9% | $4,296-99.9% |