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 | $6,666 | $77,419-91.4% | $69,455-90.4% | $152,861-95.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.6%+5.4pp | 82.4%-2.4pp |
| Annual return | 22.59% | 39.06%-16.5pp | 28.97%-6.4pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,882 | $3,315-13.1% | $2,779+3.7% | $4,762-39.5% |
| Participant deferral / active EE | $3,896 | $4,414-11.7% | $3,535+10.2% | $5,850-33.4% |
| Admin fee / account holder | $274 | $6,207-95.6% | $3,839-92.9% | $11,596-97.6% |