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 | $21,054 | $132,239-84.1% | $105,722-80.1% | $273,961-92.3% |
| Participation rate | 71.4% | 83.2%-11.8pp | 78.9%-7.5pp | 83.0%-11.6pp |
| Annual return | 10.45% | 10.07%+0.4pp | 12.25%-1.8pp | 41.45%-31.0pp |
| Employer contribution / active EE | $1,652 | $4,867-66.1% | $4,079-59.5% | $4,869-66.1% |
| Participant deferral / active EE | $4,358 | $6,233-30.1% | $5,326-18.2% | $5,287-17.6% |
| Admin fee / account holder | $13 | $12,032-99.9% | $8,308-99.8% | $10,132-99.9% |