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 | $9,890 | $136,307-92.7% | $106,619-90.7% | $273,961-96.4% |
| Participation rate | 95.7% | 84.8%+10.9pp | 78.0%+17.7pp | 83.0%+12.6pp |
| Annual return | 0.00% | 11.05%-11.1pp | 9.42%-9.4pp | 41.45%-41.5pp |
| Employer contribution / active EE | $4,547 | $5,190-12.4% | $3,947+15.2% | $4,869-6.6% |
| Participant deferral / active EE | $4,912 | $4,969-1.2% | $3,930+25.0% | $5,287-7.1% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |