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 4-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 | $10,730 | $73,933-85.5% | $96,683-88.9% | $75,163-85.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 26.02% | 26.70%-0.7pp | 35.69%-9.7pp | 160.62%-134.6pp |
| Employer contribution / active EE | $2,348 | $2,928-19.8% | $3,737-37.2% | $2,670-12.1% |
| Participant deferral / active EE | $2,931 | $3,659-19.9% | $4,878-39.9% | $4,125-29.0% |
| Admin fee / account holder | $95 | $5,216-98.2% | $6,730-98.6% | $5,651-98.3% |