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 | $9,939 | $103,376-90.4% | $87,100-88.6% | $152,861-93.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 25.28% | 28.10%-2.8pp | 28.19%-2.9pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,657 | $3,220-48.6% | $2,521-34.3% | $4,762-65.2% |
| Participant deferral / active EE | $3,304 | $4,778-30.9% | $4,049-18.4% | $5,850-43.5% |
| Admin fee / account holder | $267 | $12,205-97.8% | $7,497-96.4% | $11,596-97.7% |