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 | $9,013 | $56,897-84.2% | $84,750-89.4% | $62,891-85.7% |
| Participation rate | 78.7% | 68.5%+10.2pp | 76.6%+2.1pp | 69.3%+9.4pp |
| Annual return | 11.77% | 6.30%+5.5pp | 22.78%-11.0pp | 20.14%-8.4pp |
| Employer contribution / active EE | $1,842 | $2,400-23.3% | $3,574-48.5% | $2,281-19.3% |
| Participant deferral / active EE | $2,061 | $2,709-23.9% | $3,712-44.5% | $3,203-35.6% |
| Admin fee / account holder | $81 | $3,581-97.7% | $5,332-98.5% | $4,296-98.1% |