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 3-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 | $10,443 | $127,065-91.8% | $113,168-90.8% | $142,382-92.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 24.06% | 24.03%0pp | 24.27%-0.2pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,773 | $3,442-48.5% | $2,975-40.4% | $4,299-58.8% |
| Participant deferral / active EE | $3,334 | $5,716-41.7% | $5,107-34.7% | $6,507-48.8% |
| Admin fee / account holder | $268 | $15,736-98.3% | $12,068-97.8% | $12,624-97.9% |