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 | $5,034 | $93,071-94.6% | $74,583-93.3% | $273,961-98.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.81% | 26.18%-18.4pp | 20.47%-12.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $996 | $3,160-68.5% | $2,525-60.6% | $4,869-79.6% |
| Participant deferral / active EE | $1,640 | $4,160-60.6% | $3,458-52.6% | $5,287-69.0% |
| Admin fee / account holder | $34 | $5,272-99.3% | $4,138-99.2% | $10,132-99.7% |