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 | $20,265 | $113,935-82.2% | $94,224-78.5% | $125,391-83.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 5.42% | 5.29%+0.1pp | 10.68%-5.3pp | 282.22%-276.8pp |
| Employer contribution / active EE | $1,865 | $4,727-60.5% | $3,587-48.0% | $4,866-61.7% |
| Participant deferral / active EE | $3,615 | $5,179-30.2% | $4,320-16.3% | $5,352-32.4% |
| Admin fee / account holder | $13 | $8,391-99.9% | $6,269-99.8% | $9,540-99.9% |