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 | $15,897 | $78,422-79.7% | $95,952-83.4% | $79,858-80.1% |
| Participation rate | 78.4% | 73.5%+4.9pp | 77.1%+1.3pp | 69.6%+8.7pp |
| Annual return | 21.07% | 19.37%+1.7pp | 91.61%-70.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,556 | $3,440+3.4% | $4,167-14.7% | $3,740-4.9% |
| Admin fee / account holder | $277 | $5,622-95.1% | $6,795-95.9% | $5,306-94.8% |