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 9-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 | $11,018 | $76,552-85.6% | $123,892-91.1% | $62,891-82.5% |
| Participation rate | 81.8% | 73.0%+8.8pp | 81.4%+0.4pp | 69.3%+12.5pp |
| Annual return | 30.22% | 18.68%+11.5pp | 47.52%-17.3pp | 20.14%+10.1pp |
| Employer contribution / active EE | $2,941 | $2,883+2.0% | $4,617-36.3% | $2,281+29.0% |
| Participant deferral / active EE | $5,266 | $4,840+8.8% | $5,984-12.0% | $3,203+64.4% |
| Admin fee / account holder | $35 | $4,826-99.3% | $8,357-99.6% | $4,296-99.2% |