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 | $13,173 | $84,233-84.4% | $170,442-92.3% | $70,131-81.2% |
| Participation rate | 78.6% | 70.8%+7.7pp | 83.6%-5.0pp | 69.5%+9.0pp |
| Annual return | 21.09% | 23.06%-2.0pp | 205.93%-184.8pp | 73.14%-52.0pp |
| Employer contribution / active EE | $1,324 | $3,387-60.9% | $5,433-75.6% | $2,342-43.5% |
| Participant deferral / active EE | $2,302 | $3,086-25.4% | $4,939-53.4% | $3,332-30.9% |
| Admin fee / account holder | $233 | $5,698-95.9% | $13,880-98.3% | $4,645-95.0% |