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 | $14,683 | $93,346-84.3% | $71,796-79.5% | $273,961-94.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 14.83% | 130.39%-115.6pp | 78.04%-63.2pp | 41.45%-26.6pp |
| Employer contribution / active EE | $1,883 | $2,733-31.1% | $1,924-2.2% | $4,869-61.3% |
| Participant deferral / active EE | $4,765 | $3,475+37.1% | $2,794+70.5% | $5,287-9.9% |
| Admin fee / account holder | $228 | $6,571-96.5% | $4,815-95.3% | $10,132-97.7% |