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 | $16,516 | $105,859-84.4% | $90,160-81.7% | $147,584-88.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.31% | 37.63%-23.3pp | 34.88%-20.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,640 | $4,126-60.2% | $3,318-50.6% | $4,876-66.4% |
| Participant deferral / active EE | $2,765 | $5,733-51.8% | $5,288-47.7% | $5,439-49.2% |
| Admin fee / account holder | $187 | $8,046-97.7% | $5,943-96.9% | $10,885-98.3% |