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 | $13,272 | $91,552-85.5% | $133,956-90.1% | $79,858-83.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 21.99% | 61.85%-39.9pp | 45.09%-23.1pp | 31.71%-9.7pp |
| Employer contribution / active EE | $4,026 | $2,384+68.9% | $3,919+2.7% | $2,471+62.9% |
| Participant deferral / active EE | $3,647 | $3,733-2.3% | $5,048-27.7% | $3,740-2.5% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |