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 | $9,094 | $76,367-88.1% | $93,606-90.3% | $72,985-87.5% |
| Participation rate | 83.8% | 71.7%+12.0pp | 75.8%+8.0pp | 69.5%+14.3pp |
| Annual return | 22.23% | 25.82%-3.6pp | 32.76%-10.5pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,169 | $2,275-48.6% | $2,718-57.0% | $2,440-52.1% |
| Participant deferral / active EE | $2,465 | $3,538-30.3% | $4,069-39.4% | $3,607-31.7% |
| Admin fee / account holder | $119 | $6,838-98.3% | $7,888-98.5% | $5,124-97.7% |