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 | $8,271 | $104,251-92.1% | $91,001-90.9% | $147,584-94.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 20.61% | 27.06%-6.5pp | 4.60%+16.0pp | 578.55%-557.9pp |
| Employer contribution / active EE | $1,346 | $3,116-56.8% | $2,456-45.2% | $4,876-72.4% |
| Participant deferral / active EE | $2,254 | $4,195-46.3% | $3,547-36.5% | $5,439-58.6% |
| Admin fee / account holder | $123 | $8,948-98.6% | $5,417-97.7% | $10,885-98.9% |