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 | $22,220 | $87,135-74.5% | $206,214-89.2% | $116,875-81.0% |
| Participation rate | 71.0% | 76.8%-5.8pp | 82.4%-11.4pp | 74.5%-3.6pp |
| Annual return | 12.88% | 22.51%-9.6pp | -1.60%+14.5pp | 16.29%-3.4pp |
| Employer contribution / active EE | $817 | $3,046-73.2% | $5,967-86.3% | $3,288-75.2% |
| Participant deferral / active EE | $1,360 | $3,898-65.1% | $4,649-70.7% | $3,885-65.0% |
| Admin fee / account holder | $107 | $8,630-98.8% | $13,671-99.2% | $12,263-99.1% |