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 | $17,435 | $93,346-81.3% | $71,796-75.7% | $273,961-93.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 11.34% | 130.39%-119.1pp | 78.04%-66.7pp | 41.45%-30.1pp |
| Employer contribution / active EE | $839 | $2,733-69.3% | $1,924-56.4% | $4,869-82.8% |
| Participant deferral / active EE | $1,438 | $3,475-58.6% | $2,794-48.5% | $5,287-72.8% |
| Admin fee / account holder | $108 | $6,571-98.4% | $4,815-97.8% | $10,132-98.9% |