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 | $15,540 | $99,341-84.4% | $84,750-81.7% | $273,961-94.3% |
| Participation rate | 78.3% | 80.7%-2.4pp | 76.6%+1.7pp | 83.0%-4.8pp |
| Annual return | 15.40% | 22.93%-7.5pp | 22.78%-7.4pp | 41.45%-26.0pp |
| Employer contribution / active EE | $1,547 | $4,214-63.3% | $3,574-56.7% | $4,869-68.2% |
| Participant deferral / active EE | $4,658 | $4,269+9.1% | $3,712+25.5% | $5,287-11.9% |
| Admin fee / account holder | $20 | $6,644-99.7% | $5,332-99.6% | $10,132-99.8% |