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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $783,416 | $785,698-0.3% | $694,382+12.8% | $546,767+43.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 77.1%+22.9pp | 83.5%+16.5pp |
| Annual return | 12.95% | 9.34%+3.6pp | 9.66%+3.3pp | 10.35%+2.6pp |
| Employer contribution / active EE | $18,667 | $27,225-31.4% | $25,660-27.3% | $24,752-24.6% |
| Participant deferral / active EE | $0 | $1,297-100.0% | $1,431-100.0% | $3,964-100.0% |
| Admin fee / account holder | $0 | $18,173-100.0% | $15,543-100.0% | $48,677-100.0% |