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 | $13,756 | $60,349-77.2% | $74,183-81.5% | $62,891-78.1% |
| Participation rate | 94.4% | 72.7%+21.7pp | 76.6%+17.8pp | 69.3%+25.1pp |
| Annual return | 13.96% | 21.37%-7.4pp | 17.74%-3.8pp | 20.14%-6.2pp |
| Employer contribution / active EE | $1,428 | $1,680-15.0% | $2,370-39.7% | $2,281-37.4% |
| Participant deferral / active EE | $1,653 | $2,856-42.1% | $3,550-53.4% | $3,203-48.4% |
| Admin fee / account holder | $170 | $4,261-96.0% | $5,586-97.0% | $4,296-96.1% |