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 | $5,349 | $49,227-89.1% | $70,449-92.4% | $79,858-93.3% |
| Participation rate | 92.0% | 69.2%+22.8pp | 75.1%+16.9pp | 69.6%+22.4pp |
| Annual return | 22.58% | 30.06%-7.5pp | 109.03%-86.5pp | 31.71%-9.1pp |
| Employer contribution / active EE | $1,628 | $2,099-22.4% | $2,737-40.5% | $2,471-34.1% |
| Participant deferral / active EE | $1,139 | $2,768-58.9% | $3,709-69.3% | $3,740-69.6% |
| Admin fee / account holder | $213 | $2,878-92.6% | $3,845-94.5% | $5,306-96.0% |