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 | $19,054 | $135,952-86.0% | $123,892-84.6% | $273,961-93.0% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 14.32% | 56.63%-42.3pp | 47.52%-33.2pp | 41.45%-27.1pp |
| Employer contribution / active EE | $1,738 | $5,170-66.4% | $4,617-62.3% | $4,869-64.3% |
| Participant deferral / active EE | $6,804 | $6,343+7.3% | $5,984+13.7% | $5,287+28.7% |
| Admin fee / account holder | $179 | $9,817-98.2% | $8,357-97.9% | $10,132-98.2% |