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 | $9,660 | $67,606-85.7% | $82,313-88.3% | $70,131-86.2% |
| Participation rate | 82.1% | 72.8%+9.4pp | 76.9%+5.2pp | 69.5%+12.6pp |
| Annual return | 24.57% | 21.57%+3.0pp | 25.88%-1.3pp | 73.14%-48.6pp |
| Employer contribution / active EE | $1,182 | $1,755-32.7% | $2,428-51.3% | $2,342-49.5% |
| Participant deferral / active EE | $2,638 | $2,987-11.7% | $3,706-28.8% | $3,332-20.8% |
| Admin fee / account holder | $191 | $4,512-95.8% | $5,608-96.6% | $4,645-95.9% |