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 | $20,814 | $149,679-86.1% | $117,039-82.2% | $147,584-85.9% |
| Participation rate | 71.4% | 83.5%-12.1pp | 77.2%-5.8pp | 82.8%-11.4pp |
| Annual return | 24.05% | 19.31%+4.7pp | 18.95%+5.1pp | 578.55%-554.5pp |
| Employer contribution / active EE | $2,931 | $4,937-40.6% | $3,785-22.5% | $4,876-39.9% |
| Participant deferral / active EE | $6,920 | $4,912+40.9% | $3,929+76.1% | $5,439+27.2% |
| Admin fee / account holder | $60 | $7,856-99.2% | $5,974-99.0% | $10,885-99.5% |