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 | $14,376 | $99,341-85.5% | $84,750-83.0% | $273,961-94.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.22% | 22.93%-9.7pp | 22.78%-9.6pp | 41.45%-28.2pp |
| Employer contribution / active EE | $3,493 | $4,214-17.1% | $3,574-2.3% | $4,869-28.3% |
| Participant deferral / active EE | $5,254 | $4,269+23.1% | $3,712+41.5% | $5,287-0.6% |
| Admin fee / account holder | $63 | $6,644-99.1% | $5,332-98.8% | $10,132-99.4% |