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 | $20,948 | $77,660-73.0% | $109,143-80.8% | $79,386-73.6% |
| Participation rate | 72.9% | 67.8%+5.1pp | 75.9%-3.0pp | 70.7%+2.2pp |
| Annual return | 23.91% | 23.44%+0.5pp | 25.75%-1.8pp | 116.85%-92.9pp |
| Employer contribution / active EE | $2,542 | $2,797-9.1% | $3,722-31.7% | $2,427+4.7% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $147 | $732-79.9% | $6,752-97.8% | $626-76.5% |