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 | $5,037 | $83,337-94.0% | $67,834-92.6% | $273,961-98.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.72% | 259.45%-251.7pp | 138.47%-130.8pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,617 | $3,287-50.8% | $2,403-32.7% | $4,869-66.8% |
| Participant deferral / active EE | $3,620 | $4,088-11.4% | $3,160+14.6% | $5,287-31.5% |
| Admin fee / account holder | $78 | $6,752-98.8% | $4,622-98.3% | $10,132-99.2% |