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 | $10,106 | $48,076-79.0% | $78,689-87.2% | $62,891-83.9% |
| Participation rate | 84.3% | 65.2%+19.1pp | 73.6%+10.7pp | 69.3%+15.0pp |
| Annual return | 7.81% | 31.35%-23.5pp | 62.18%-54.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $3,571 | $2,015+77.3% | $2,851+25.3% | $2,281+56.6% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $145 | $3,207-95.5% | $4,510-96.8% | $4,296-96.6% |