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 | $17,104 | $181,894-90.6% | $156,549-89.1% | $273,961-93.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.26% | 30.74%-16.5pp | 32.23%-18.0pp | 41.45%-27.2pp |
| Employer contribution / active EE | $4,861 | $6,248-22.2% | $5,501-11.6% | $4,869-0.2% |
| Participant deferral / active EE | $4,403 | $5,550-20.7% | $4,871-9.6% | $5,287-16.7% |
| Admin fee / account holder | $177 | $15,559-98.9% | $13,027-98.6% | $10,132-98.3% |