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 | $16,785 | $116,875-85.6% | $146,762-88.6% | $116,875-85.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 81.7%+18.3pp | 74.5%+25.5pp |
| Annual return | 25.50% | 16.29%+9.2pp | -2.96%+28.5pp | 16.29%+9.2pp |
| Employer contribution / active EE | $926 | $3,288-71.8% | $3,453-73.2% | $3,288-71.8% |
| Participant deferral / active EE | $0 | $3,885-100.0% | $3,550-100.0% | $3,885-100.0% |
| Admin fee / account holder | $165 | $12,263-98.7% | $14,221-98.8% | $12,263-98.7% |