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 | $10,218 | $53,127-80.8% | $86,590-88.2% | $70,131-85.4% |
| Participation rate | 92.4% | 65.3%+27.1pp | 73.5%+18.9pp | 69.5%+22.9pp |
| Annual return | 30.97% | 27.66%+3.3pp | 964.84%-933.9pp | 73.14%-42.2pp |
| Employer contribution / active EE | $1,558 | $2,068-24.7% | $2,839-45.1% | $2,342-33.5% |
| Participant deferral / active EE | $2,782 | $2,696+3.2% | $3,609-22.9% | $3,332-16.5% |
| Admin fee / account holder | $292 | $3,585-91.9% | $4,906-94.1% | $4,645-93.7% |