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 | $11,292 | $45,035-74.9% | $62,995-82.1% | $70,131-83.9% |
| Participation rate | 87.5% | 69.5%+18.0pp | 74.8%+12.7pp | 69.5%+18.0pp |
| Annual return | 24.96% | 18.76%+6.2pp | 87.57%-62.6pp | 73.14%-48.2pp |
| Employer contribution / active EE | $1,358 | $2,051-33.8% | $2,759-50.8% | $2,342-42.0% |
| Participant deferral / active EE | $2,617 | $2,465+6.2% | $3,329-21.4% | $3,332-21.5% |
| Admin fee / account holder | $154 | $2,834-94.6% | $3,600-95.7% | $4,645-96.7% |