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 | $11,767 | $53,018-77.8% | $70,014-83.2% | $62,891-81.3% |
| Participation rate | 70.0% | 67.2%+2.8pp | 71.8%-1.8pp | 69.3%+0.7pp |
| Annual return | 13.15% | 13.35%-0.2pp | 12.99%+0.2pp | 20.14%-7.0pp |
| Employer contribution / active EE | $1,226 | $1,799-31.9% | $2,338-47.6% | $2,281-46.3% |
| Participant deferral / active EE | $4,262 | $2,395+78.0% | $2,931+45.4% | $3,203+33.1% |
| Admin fee / account holder | $180 | $3,690-95.1% | $4,380-95.9% | $4,296-95.8% |