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 | $9,836 | $45,073-78.2% | $69,455-85.8% | $72,985-86.5% |
| Participation rate | 96.2% | 68.5%+27.7pp | 74.6%+21.5pp | 69.5%+26.7pp |
| Annual return | 23.26% | 22.65%+0.6pp | 28.97%-5.7pp | 81.00%-57.7pp |
| Employer contribution / active EE | $738 | $2,054-64.0% | $2,779-73.4% | $2,440-69.7% |
| Participant deferral / active EE | $1,344 | $2,602-48.3% | $3,535-62.0% | $3,607-62.7% |
| Admin fee / account holder | $294 | $3,056-90.4% | $3,839-92.3% | $5,124-94.3% |