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 | $15,922 | $181,894-91.2% | $156,549-89.8% | $273,961-94.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 19.53% | 30.74%-11.2pp | 32.23%-12.7pp | 41.45%-21.9pp |
| Employer contribution / active EE | $2,486 | $6,248-60.2% | $5,501-54.8% | $4,869-48.9% |
| Participant deferral / active EE | $3,614 | $5,550-34.9% | $4,871-25.8% | $5,287-31.6% |
| Admin fee / account holder | $40 | $15,559-99.7% | $13,027-99.7% | $10,132-99.6% |