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 | $6,202 | $153,311-96.0% | $109,313-94.3% | $273,961-97.7% |
| Participation rate | 83.3% | 80.1%+3.2pp | 71.3%+12.1pp | 83.0%+0.3pp |
| Annual return | 15.80% | 29.86%-14.1pp | 22.07%-6.3pp | 41.45%-25.7pp |
| Employer contribution / active EE | $861 | $5,619-84.7% | $3,892-77.9% | $4,869-82.3% |
| Participant deferral / active EE | $3,557 | $3,932-9.5% | $3,166+12.3% | $5,287-32.7% |
| Admin fee / account holder | $116 | $8,076-98.6% | $5,666-98.0% | $10,132-98.9% |