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 | $5,172 | $72,277-92.8% | $101,248-94.9% | $79,858-93.5% |
| Participation rate | 95.2% | 68.5%+26.8pp | 75.8%+19.4pp | 69.6%+25.6pp |
| Annual return | 16.45% | 22.30%-5.8pp | 46.47%-30.0pp | 31.71%-15.3pp |
| Employer contribution / active EE | $619 | $2,692-77.0% | $3,660-83.1% | $2,471-74.9% |
| Participant deferral / active EE | $1,647 | $3,282-49.8% | $4,370-62.3% | $3,740-56.0% |
| Admin fee / account holder | $130 | $4,400-97.0% | $5,945-97.8% | $5,306-97.5% |