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 | $16,151 | $60,349-73.2% | $74,183-78.2% | $62,891-74.3% |
| Participation rate | 77.8% | 72.7%+5.1pp | 76.6%+1.2pp | 69.3%+8.5pp |
| Annual return | 4.81% | 21.37%-16.6pp | 17.74%-12.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $4,888 | $1,680+191.0% | $2,370+106.3% | $2,281+114.3% |
| Participant deferral / active EE | $1,852 | $2,856-35.2% | $3,550-47.8% | $3,203-42.2% |
| Admin fee / account holder | $258 | $4,261-93.9% | $5,586-95.4% | $4,296-94.0% |