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 | $11,689 | $57,065-79.5% | $75,670-84.6% | $70,131-83.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 24.41% | 23.57%+0.8pp | 27.34%-2.9pp | 73.14%-48.7pp |
| Employer contribution / active EE | $1,935 | $1,817+6.5% | $2,352-17.7% | $2,342-17.4% |
| Participant deferral / active EE | $3,383 | $2,580+31.2% | $3,142+7.7% | $3,332+1.5% |
| Admin fee / account holder | $161 | $3,825-95.8% | $5,800-97.2% | $4,645-96.5% |