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 | $7,824 | $88,707-91.2% | $74,183-89.5% | $273,961-97.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.54% | 11.94%-3.4pp | 17.74%-9.2pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,587 | $3,159-49.8% | $2,370-33.1% | $4,869-67.4% |
| Participant deferral / active EE | $2,278 | $4,212-45.9% | $3,550-35.8% | $5,287-56.9% |
| Admin fee / account holder | $19 | $8,717-99.8% | $5,586-99.7% | $10,132-99.8% |