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 | $19,243 | $153,772-87.5% | $133,980-85.6% | $273,961-93.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.52% | 36.51%-21.0pp | 29.30%-13.8pp | 41.45%-25.9pp |
| Employer contribution / active EE | $2,072 | $6,029-65.6% | $5,211-60.2% | $4,869-57.4% |
| Participant deferral / active EE | $7,371 | $6,958+5.9% | $6,282+17.3% | $5,287+39.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |