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 | $19,484 | $72,492-73.1% | $87,100-77.6% | $72,985-73.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.90% | 24.46%-1.6pp | 28.19%-5.3pp | 81.00%-58.1pp |
| Employer contribution / active EE | $3,125 | $1,894+65.0% | $2,521+23.9% | $2,440+28.1% |
| Participant deferral / active EE | $3,665 | $3,270+12.1% | $4,049-9.5% | $3,607+1.6% |
| Admin fee / account holder | $253 | $5,055-95.0% | $7,497-96.6% | $5,124-95.1% |