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 | $15,867 | $56,897-72.1% | $84,750-81.3% | $62,891-74.8% |
| Participation rate | 94.7% | 68.5%+26.2pp | 76.6%+18.1pp | 69.3%+25.4pp |
| Annual return | 9.61% | 6.30%+3.3pp | 22.78%-13.2pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,923 | $2,400-19.9% | $3,574-46.2% | $2,281-15.7% |
| Participant deferral / active EE | $2,270 | $2,709-16.2% | $3,712-38.8% | $3,203-29.1% |
| Admin fee / account holder | $131 | $3,581-96.3% | $5,332-97.5% | $4,296-96.9% |