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 | $9,615 | $103,949-90.7% | $69,182-86.1% | $273,961-96.5% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 7.40% | 35.28%-27.9pp | -21.93%+29.3pp | 41.45%-34.1pp |
| Employer contribution / active EE | $266 | $1,783-85.1% | $1,206-77.9% | $4,869-94.5% |
| Participant deferral / active EE | $1,708 | $2,716-37.1% | $1,897-10.0% | $5,287-67.7% |
| Admin fee / account holder | $181 | $3,671-95.1% | $2,697-93.3% | $10,132-98.2% |