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 | $11,548 | $132,239-91.3% | $105,722-89.1% | $273,961-95.8% |
| Participation rate | 92.3% | 83.2%+9.1pp | 78.9%+13.4pp | 83.0%+9.3pp |
| Annual return | 0.00% | 10.07%-10.1pp | 12.25%-12.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,617 | $4,867-25.7% | $4,079-11.3% | $4,869-25.7% |
| Participant deferral / active EE | $6,888 | $6,233+10.5% | $5,326+29.3% | $5,287+30.3% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |