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 | $11,933 | $135,952-91.2% | $123,892-90.4% | $273,961-95.6% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 12.30% | 56.63%-44.3pp | 47.52%-35.2pp | 41.45%-29.2pp |
| Employer contribution / active EE | $2,104 | $5,170-59.3% | $4,617-54.4% | $4,869-56.8% |
| Participant deferral / active EE | $4,333 | $6,343-31.7% | $5,984-27.6% | $5,287-18.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |