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 | $21,612 | $135,952-84.1% | $123,892-82.6% | $273,961-92.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 24.23% | 56.63%-32.4pp | 47.52%-23.3pp | 41.45%-17.2pp |
| Employer contribution / active EE | $2,644 | $5,170-48.9% | $4,617-42.7% | $4,869-45.7% |
| Participant deferral / active EE | $4,207 | $6,343-33.7% | $5,984-29.7% | $5,287-20.4% |
| Admin fee / account holder | $74 | $9,817-99.2% | $8,357-99.1% | $10,132-99.3% |