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 | $19,416 | $153,772-87.4% | $133,980-85.5% | $273,961-92.9% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.1%+4.6pp | 83.0%+8.7pp |
| Annual return | 14.18% | 36.51%-22.3pp | 29.30%-15.1pp | 41.45%-27.3pp |
| Employer contribution / active EE | $1,512 | $6,029-74.9% | $5,211-71.0% | $4,869-68.9% |
| Participant deferral / active EE | $8,890 | $6,958+27.8% | $6,282+41.5% | $5,287+68.1% |
| Admin fee / account holder | $10 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |