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 | $18,778 | $181,894-89.7% | $156,549-88.0% | $273,961-93.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.73% | 30.74%-18.0pp | 32.23%-19.5pp | 41.45%-28.7pp |
| Employer contribution / active EE | $8,400 | $6,248+34.4% | $5,501+52.7% | $4,869+72.5% |
| Participant deferral / active EE | $4,193 | $5,550-24.4% | $4,871-13.9% | $5,287-20.7% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |