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 | $6,678 | $99,341-93.3% | $84,750-92.1% | $273,961-97.6% |
| Participation rate | 78.3% | 80.7%-2.4pp | 76.6%+1.7pp | 83.0%-4.8pp |
| Annual return | 13.84% | 22.93%-9.1pp | 22.78%-8.9pp | 41.45%-27.6pp |
| Employer contribution / active EE | $1,337 | $4,214-68.3% | $3,574-62.6% | $4,869-72.5% |
| Participant deferral / active EE | $2,092 | $4,269-51.0% | $3,712-43.6% | $5,287-60.4% |
| Admin fee / account holder | $114 | $6,644-98.3% | $5,332-97.9% | $10,132-98.9% |