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 | $22,892 | $86,929-73.7% | $102,423-77.6% | $80,856-71.7% |
| Participation rate | 84.4% | 72.4%+12.0pp | 76.5%+7.9pp | 67.6%+16.7pp |
| Annual return | 14.55% | 18.88%-4.3pp | 29.32%-14.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,132 | $2,369-10.0% | $3,023-29.5% | $2,755-22.6% |
| Participant deferral / active EE | $3,189 | $4,118-22.6% | $5,053-36.9% | $4,296-25.8% |
| Admin fee / account holder | $124 | $8,049-98.5% | $9,451-98.7% | $6,918-98.2% |