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 | $17,041 | $165,335-89.7% | $149,696-88.6% | $158,922-89.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.59% | 348.15%-326.6pp | 276.60%-255.0pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,666 | $5,103-67.3% | $4,644-64.1% | $4,761-65.0% |
| Participant deferral / active EE | $4,759 | $7,181-33.7% | $6,842-30.4% | $5,982-20.4% |
| Admin fee / account holder | $252 | $10,807-97.7% | $9,309-97.3% | $11,246-97.8% |