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 | $13,299 | $99,341-86.6% | $84,750-84.3% | $273,961-95.1% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 11.29% | 22.93%-11.6pp | 22.78%-11.5pp | 41.45%-30.2pp |
| Employer contribution / active EE | $1,623 | $4,214-61.5% | $3,574-54.6% | $4,869-66.7% |
| Participant deferral / active EE | $5,958 | $4,269+39.6% | $3,712+60.5% | $5,287+12.7% |
| Admin fee / account holder | $1 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |