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 | $19,321 | $181,894-89.4% | $156,549-87.7% | $273,961-92.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 28.11% | 30.74%-2.6pp | 32.23%-4.1pp | 41.45%-13.3pp |
| Employer contribution / active EE | $7,006 | $6,248+12.1% | $5,501+27.3% | $4,869+43.9% |
| Participant deferral / active EE | $5,749 | $5,550+3.6% | $4,871+18.0% | $5,287+8.7% |
| Admin fee / account holder | $31 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |