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 | $14,034 | $215,361-93.5% | $171,082-91.8% | $273,961-94.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | 19.74% | 25.14%-5.4pp | 32.56%-12.8pp | 41.45%-21.7pp |
| Employer contribution / active EE | $1,607 | $4,967-67.6% | $4,002-59.8% | $4,869-67.0% |
| Participant deferral / active EE | $1,769 | $5,543-68.1% | $4,797-63.1% | $5,287-66.5% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |