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 | $9,562 | $72,012-86.7% | $185,823-94.9% | $79,858-88.0% |
| Participation rate | 96.3% | 65.8%+30.5pp | 78.0%+18.3pp | 69.6%+26.7pp |
| Annual return | 23.59% | 23.12%+0.5pp | 35.95%-12.4pp | 31.71%-8.1pp |
| Employer contribution / active EE | $1,015 | $1,965-48.4% | $4,087-75.2% | $2,471-58.9% |
| Participant deferral / active EE | $1,647 | $3,779-56.4% | $5,632-70.8% | $3,740-56.0% |
| Admin fee / account holder | $131 | $4,513-97.1% | $9,500-98.6% | $5,306-97.5% |