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 | $12,877 | $105,630-87.8% | $87,507-85.3% | $273,961-95.3% |
| Participation rate | 83.3% | 78.2%+5.1pp | 73.8%+9.5pp | 83.0%+0.3pp |
| Annual return | 0.00% | 12.25%-12.3pp | 12.21%-12.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,637 | $3,141+15.8% | $2,550+42.7% | $4,869-25.3% |
| Participant deferral / active EE | $6,396 | $3,601+77.6% | $3,149+103.1% | $5,287+21.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |