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 | $16,325 | $95,803-83.0% | $113,168-85.6% | $84,808-80.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 21.56% | 25.00%-3.4pp | 24.27%-2.7pp | 40.90%-19.3pp |
| Employer contribution / active EE | $1,312 | $2,360-44.4% | $2,975-55.9% | $2,631-50.1% |
| Participant deferral / active EE | $2,721 | $4,242-35.9% | $5,107-46.7% | $4,212-35.4% |
| Admin fee / account holder | $290 | $8,989-96.8% | $12,068-97.6% | $7,344-96.1% |