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 | $7,921 | $39,122-79.8% | $57,179-86.1% | $62,891-87.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 48.93% | 9.23%+39.7pp | 14.59%+34.3pp | 20.14%+28.8pp |
| Employer contribution / active EE | $1,890 | $1,874+0.8% | $2,682-29.5% | $2,281-17.1% |
| Participant deferral / active EE | $2,770 | $2,374+16.7% | $3,096-10.5% | $3,203-13.5% |
| Admin fee / account holder | $79 | $2,592-97.0% | $3,139-97.5% | $4,296-98.2% |