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 | $10,112 | $88,707-88.6% | $74,183-86.4% | $273,961-96.3% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 13.71% | 11.94%+1.8pp | 17.74%-4.0pp | 41.45%-27.7pp |
| Employer contribution / active EE | $1,148 | $3,159-63.7% | $2,370-51.6% | $4,869-76.4% |
| Participant deferral / active EE | $3,502 | $4,212-16.9% | $3,550-1.3% | $5,287-33.8% |
| Admin fee / account holder | $3 | $8,717-100.0% | $5,586-99.9% | $10,132-100.0% |