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 | $13,371 | $67,606-80.2% | $82,313-83.8% | $70,131-80.9% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.9%-4.9pp | 69.5%+2.5pp |
| Annual return | 17.81% | 21.57%-3.8pp | 25.88%-8.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $694 | $1,755-60.5% | $2,428-71.4% | $2,342-70.4% |
| Participant deferral / active EE | $2,046 | $2,987-31.5% | $3,706-44.8% | $3,332-38.6% |
| Admin fee / account holder | $114 | $4,512-97.5% | $5,608-98.0% | $4,645-97.6% |