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 | $22,273 | $135,952-83.6% | $123,892-82.0% | $273,961-91.9% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 16.47% | 56.63%-40.2pp | 47.52%-31.0pp | 41.45%-25.0pp |
| Employer contribution / active EE | $5,370 | $5,170+3.9% | $4,617+16.3% | $4,869+10.3% |
| Participant deferral / active EE | $5,458 | $6,343-13.9% | $5,984-8.8% | $5,287+3.2% |
| Admin fee / account holder | $141 | $9,817-98.6% | $8,357-98.3% | $10,132-98.6% |