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 3-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 | $12,432 | $127,065-90.2% | $113,168-89.0% | $142,382-91.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 24.25% | 24.03%+0.2pp | 24.27%0pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,368 | $3,442-60.3% | $2,975-54.0% | $4,299-68.2% |
| Participant deferral / active EE | $4,109 | $5,716-28.1% | $5,107-19.5% | $6,507-36.9% |
| Admin fee / account holder | $28 | $15,736-99.8% | $12,068-99.8% | $12,624-99.8% |