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 | $17,175 | $72,277-76.2% | $101,248-83.0% | $79,858-78.5% |
| Participation rate | 94.6% | 68.5%+26.1pp | 75.8%+18.8pp | 69.6%+25.0pp |
| Annual return | 15.77% | 22.30%-6.5pp | 46.47%-30.7pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,207 | $2,692-18.0% | $3,660-39.7% | $2,471-10.7% |
| Participant deferral / active EE | $4,091 | $3,282+24.7% | $4,370-6.4% | $3,740+9.4% |
| Admin fee / account holder | $138 | $4,400-96.9% | $5,945-97.7% | $5,306-97.4% |