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 | $10,797 | $80,968-86.7% | $96,544-88.8% | $75,163-85.6% |
| Participation rate | 77.1% | 71.8%+5.4pp | 76.0%+1.2pp | 67.2%+10.0pp |
| Annual return | 18.35% | 27.06%-8.7pp | 25.84%-7.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,104 | $2,282-51.6% | $2,965-62.8% | $2,670-58.7% |
| Participant deferral / active EE | $2,287 | $3,928-41.8% | $4,851-52.9% | $4,125-44.6% |
| Admin fee / account holder | $33 | $6,724-99.5% | $8,252-99.6% | $5,651-99.4% |