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 | $10,587 | $39,122-72.9% | $57,179-81.5% | $62,891-83.2% |
| Participation rate | 83.3% | 70.5%+12.8pp | 75.3%+8.0pp | 69.3%+14.0pp |
| Annual return | 12.57% | 9.23%+3.3pp | 14.59%-2.0pp | 20.14%-7.6pp |
| Employer contribution / active EE | $1,067 | $1,874-43.1% | $2,682-60.2% | $2,281-53.2% |
| Participant deferral / active EE | $3,320 | $2,374+39.9% | $3,096+7.2% | $3,203+3.6% |
| Admin fee / account holder | $202 | $2,592-92.2% | $3,139-93.6% | $4,296-95.3% |