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 | $16,353 | $53,777-69.6% | $134,143-87.8% | $79,858-79.5% |
| Participation rate | 89.7% | 58.8%+30.9pp | 72.2%+17.5pp | 69.6%+20.0pp |
| Annual return | 11.85% | 19.01%-7.2pp | 36.33%-24.5pp | 31.71%-19.9pp |
| Employer contribution / active EE | $292 | $1,321-77.9% | $3,704-92.1% | $2,471-88.2% |
| Participant deferral / active EE | $1,484 | $2,420-38.7% | $3,499-57.6% | $3,740-60.3% |
| Admin fee / account holder | $132 | $3,984-96.7% | $6,684-98.0% | $5,306-97.5% |