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 | $17,086 | $198,466-91.4% | $170,442-90.0% | $147,584-88.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.65% | 257.29%-241.6pp | 205.93%-190.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,546 | $6,184-75.0% | $5,433-71.5% | $4,876-68.3% |
| Participant deferral / active EE | $4,541 | $5,629-19.3% | $4,939-8.1% | $5,439-16.5% |
| Admin fee / account holder | $59 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |