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 | $27,771 | $153,772-81.9% | $133,980-79.3% | $273,961-89.9% |
| Participation rate | 95.2% | 88.4%+6.9pp | 87.1%+8.2pp | 83.0%+12.2pp |
| Annual return | 12.61% | 36.51%-23.9pp | 29.30%-16.7pp | 41.45%-28.8pp |
| Employer contribution / active EE | $3,278 | $6,029-45.6% | $5,211-37.1% | $4,869-32.7% |
| Participant deferral / active EE | $5,978 | $6,958-14.1% | $6,282-4.8% | $5,287+13.1% |
| Admin fee / account holder | $21 | $11,765-99.8% | $9,324-99.8% | $10,132-99.8% |