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 | $9,886 | $54,762-81.9% | $90,281-89.0% | $72,985-86.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.72% | 30.63%-5.9pp | 78.10%-53.4pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,185 | $2,092-43.4% | $2,854-58.5% | $2,440-51.4% |
| Participant deferral / active EE | $1,630 | $2,887-43.5% | $3,885-58.0% | $3,607-54.8% |
| Admin fee / account holder | $172 | $3,972-95.7% | $5,351-96.8% | $5,124-96.7% |