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 | $11,722 | $67,411-82.6% | $91,001-87.1% | $70,131-83.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 19.09% | -40.16%+59.3pp | 4.60%+14.5pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,764 | $1,786-1.2% | $2,456-28.2% | $2,342-24.7% |
| Participant deferral / active EE | $3,967 | $2,823+40.6% | $3,547+11.8% | $3,332+19.1% |
| Admin fee / account holder | $154 | $4,236-96.4% | $5,417-97.2% | $4,645-96.7% |