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 | $19,948 | $127,386-84.3% | $115,037-82.7% | $125,391-84.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 17.02% | 31.28%-14.3pp | 26.14%-9.1pp | 282.22%-265.2pp |
| Employer contribution / active EE | $7,081 | $5,166+37.1% | $4,608+53.7% | $4,866+45.5% |
| Participant deferral / active EE | $4,469 | $6,423-30.4% | $6,026-25.8% | $5,352-16.5% |
| Admin fee / account holder | $268 | $9,516-97.2% | $8,175-96.7% | $9,540-97.2% |