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 | $26,867 | $131,829-79.6% | $108,579-75.3% | $273,961-90.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.53% | -91.57%+100.1pp | -51.70%+60.2pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,231 | $4,912-54.6% | $3,758-40.6% | $4,869-54.2% |
| Participant deferral / active EE | $2,243 | $5,127-56.3% | $4,311-48.0% | $5,287-57.6% |
| Admin fee / account holder | $288 | $10,252-97.2% | $7,645-96.2% | $10,132-97.2% |