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 | $26,017 | $109,359-76.2% | $162,163-84.0% | $72,985-64.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.87% | 25.46%-4.6pp | 115.59%-94.7pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,410 | $3,907-38.3% | $5,614-57.1% | $2,440-1.2% |
| Participant deferral / active EE | $6,221 | $5,481+13.5% | $7,298-14.8% | $3,607+72.4% |
| Admin fee / account holder | $128 | $7,972-98.4% | $10,843-98.8% | $5,124-97.5% |