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 | $18,613 | $76,367-75.6% | $93,606-80.1% | $72,985-74.5% |
| Participation rate | 97.3% | 71.7%+25.6pp | 75.8%+21.5pp | 69.5%+27.8pp |
| Annual return | 23.97% | 25.82%-1.8pp | 32.76%-8.8pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,063 | $2,275-9.3% | $2,718-24.1% | $2,440-15.4% |
| Participant deferral / active EE | $3,604 | $3,538+1.9% | $4,069-11.4% | $3,607-0.1% |
| Admin fee / account holder | $0 | $6,838-100.0% | $7,888-100.0% | $5,124-100.0% |