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 | $13,320 | $113,935-88.3% | $94,224-85.9% | $125,391-89.4% |
| Participation rate | 88.9% | 82.9%+6.0pp | 78.8%+10.1pp | 83.2%+5.7pp |
| Annual return | 14.05% | 5.29%+8.8pp | 10.68%+3.4pp | 282.22%-268.2pp |
| Employer contribution / active EE | $3,142 | $4,727-33.5% | $3,587-12.4% | $4,866-35.4% |
| Participant deferral / active EE | $4,824 | $5,179-6.9% | $4,320+11.7% | $5,352-9.9% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |