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 | $12,852 | $88,707-85.5% | $74,183-82.7% | $273,961-95.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.69% | 11.94%-0.2pp | 17.74%-6.0pp | 41.45%-29.8pp |
| Employer contribution / active EE | $4,273 | $3,159+35.2% | $2,370+80.3% | $4,869-12.2% |
| Participant deferral / active EE | $2,484 | $4,212-41.0% | $3,550-30.0% | $5,287-53.0% |
| Admin fee / account holder | $185 | $8,717-97.9% | $5,586-96.7% | $10,132-98.2% |