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 | $11,068 | $54,762-79.8% | $90,281-87.7% | $72,985-84.8% |
| Participation rate | 86.0% | 65.1%+20.9pp | 73.3%+12.7pp | 69.5%+16.5pp |
| Annual return | 22.48% | 30.63%-8.2pp | 78.10%-55.6pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,513 | $2,092-27.7% | $2,854-47.0% | $2,440-38.0% |
| Participant deferral / active EE | $1,833 | $2,887-36.5% | $3,885-52.8% | $3,607-49.2% |
| Admin fee / account holder | $193 | $3,972-95.1% | $5,351-96.4% | $5,124-96.2% |