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 | $14,119 | $99,341-85.8% | $84,750-83.3% | $273,961-94.8% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 10.60% | 22.93%-12.3pp | 22.78%-12.2pp | 41.45%-30.8pp |
| Employer contribution / active EE | $4,026 | $4,214-4.5% | $3,574+12.6% | $4,869-17.3% |
| Participant deferral / active EE | $2,832 | $4,269-33.7% | $3,712-23.7% | $5,287-46.4% |
| Admin fee / account holder | $144 | $6,644-97.8% | $5,332-97.3% | $10,132-98.6% |