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 | $25,687 | $153,772-83.3% | $133,980-80.8% | $273,961-90.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.03% | 36.51%-27.5pp | 29.30%-20.3pp | 41.45%-32.4pp |
| Employer contribution / active EE | $5,303 | $6,029-12.0% | $5,211+1.7% | $4,869+8.9% |
| Participant deferral / active EE | $5,324 | $6,958-23.5% | $6,282-15.2% | $5,287+0.7% |
| Admin fee / account holder | $125 | $11,765-98.9% | $9,324-98.7% | $10,132-98.8% |