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 | $12,012 | $227,553-94.7% | $189,557-93.7% | $167,490-92.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 16.57% | 78.40%-61.8pp | 64.17%-47.6pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,497 | $5,316-71.8% | $4,412-66.1% | $4,837-69.1% |
| Participant deferral / active EE | $3,012 | $7,002-57.0% | $6,174-51.2% | $6,341-52.5% |
| Admin fee / account holder | $197 | $11,878-98.3% | $9,807-98.0% | $12,309-98.4% |