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 | $8,332 | $135,952-93.9% | $123,892-93.3% | $273,961-97.0% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 57.16% | 56.63%+0.5pp | 47.52%+9.6pp | 41.45%+15.7pp |
| Employer contribution / active EE | $1,711 | $5,170-66.9% | $4,617-62.9% | $4,869-64.9% |
| Participant deferral / active EE | $3,351 | $6,343-47.2% | $5,984-44.0% | $5,287-36.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |