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 | $8,570 | $93,071-90.8% | $74,583-88.5% | $273,961-96.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 14.61% | 26.18%-11.6pp | 20.47%-5.9pp | 41.45%-26.8pp |
| Employer contribution / active EE | $1,496 | $3,160-52.6% | $2,525-40.7% | $4,869-69.3% |
| Participant deferral / active EE | $3,852 | $4,160-7.4% | $3,458+11.4% | $5,287-27.1% |
| Admin fee / account holder | $62 | $5,272-98.8% | $4,138-98.5% | $10,132-99.4% |