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 | $20,402 | $135,952-85.0% | $123,892-83.5% | $273,961-92.6% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 10.39% | 56.63%-46.2pp | 47.52%-37.1pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,673 | $5,170-67.6% | $4,617-63.8% | $4,869-65.6% |
| Participant deferral / active EE | $4,423 | $6,343-30.3% | $5,984-26.1% | $5,287-16.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |