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 | $16,894 | $58,828-71.3% | $77,999-78.3% | $62,891-73.1% |
| Participation rate | 82.1% | 71.1%+11.1pp | 75.5%+6.6pp | 69.3%+12.8pp |
| Annual return | 5.41% | 17.16%-11.7pp | 425.96%-420.5pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,274 | $1,672-23.8% | $2,470-48.4% | $2,281-44.1% |
| Participant deferral / active EE | $2,647 | $2,686-1.4% | $3,497-24.3% | $3,203-17.4% |
| Admin fee / account holder | $92 | $4,393-97.9% | $5,480-98.3% | $4,296-97.8% |