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 | $8,894 | $85,766-89.6% | $136,294-93.5% | $70,131-87.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 27.96% | 31.45%-3.5pp | 5155.94%-5128.0pp | 73.14%-45.2pp |
| Employer contribution / active EE | $1,434 | $2,966-51.6% | $4,695-69.5% | $2,342-38.8% |
| Participant deferral / active EE | $2,938 | $5,051-41.8% | $6,247-53.0% | $3,332-11.8% |
| Admin fee / account holder | $287 | $5,420-94.7% | $9,243-96.9% | $4,645-93.8% |