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 | $8,284 | $104,251-92.1% | $91,001-90.9% | $147,584-94.4% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.6%+6.2pp | 82.8%-1.0pp |
| Annual return | 33.02% | 27.06%+6.0pp | 4.60%+28.4pp | 578.55%-545.5pp |
| Employer contribution / active EE | $1,125 | $3,116-63.9% | $2,456-54.2% | $4,876-76.9% |
| Participant deferral / active EE | $2,259 | $4,195-46.1% | $3,547-36.3% | $5,439-58.5% |
| Admin fee / account holder | $14 | $8,948-99.8% | $5,417-99.7% | $10,885-99.9% |