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 | $18,498 | $60,349-69.3% | $74,183-75.1% | $62,891-70.6% |
| Participation rate | 72.4% | 72.7%-0.3pp | 76.6%-4.2pp | 69.3%+3.1pp |
| Annual return | 8.52% | 21.37%-12.8pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $977 | $1,680-41.8% | $2,370-58.8% | $2,281-57.2% |
| Participant deferral / active EE | $3,042 | $2,856+6.5% | $3,550-14.3% | $3,203-5.0% |
| Admin fee / account holder | $89 | $4,261-97.9% | $5,586-98.4% | $4,296-97.9% |