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 | $21,963 | $153,772-85.7% | $133,980-83.6% | $273,961-92.0% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 9.72% | 36.51%-26.8pp | 29.30%-19.6pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,633 | $6,029-72.9% | $5,211-68.7% | $4,869-66.5% |
| Participant deferral / active EE | $3,984 | $6,958-42.7% | $6,282-36.6% | $5,287-24.6% |
| Admin fee / account holder | $42 | $11,765-99.6% | $9,324-99.6% | $10,132-99.6% |