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 | $18,512 | $153,772-88.0% | $133,980-86.2% | $273,961-93.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.71% | 36.51%-25.8pp | 29.30%-18.6pp | 41.45%-30.7pp |
| Employer contribution / active EE | $3,089 | $6,029-48.8% | $5,211-40.7% | $4,869-36.6% |
| Participant deferral / active EE | $7,006 | $6,958+0.7% | $6,282+11.5% | $5,287+32.5% |
| Admin fee / account holder | $48 | $11,765-99.6% | $9,324-99.5% | $10,132-99.5% |