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 | $7,720 | $49,227-84.3% | $70,449-89.0% | $79,858-90.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 9.58% | 30.06%-20.5pp | 109.03%-99.4pp | 31.71%-22.1pp |
| Employer contribution / active EE | $1,504 | $2,099-28.3% | $2,737-45.0% | $2,471-39.1% |
| Participant deferral / active EE | $2,030 | $2,768-26.6% | $3,709-45.3% | $3,740-45.7% |
| Admin fee / account holder | $251 | $2,878-91.3% | $3,845-93.5% | $5,306-95.3% |