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 | $15,748 | $57,065-72.4% | $75,670-79.2% | $70,131-77.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 15.49% | 23.57%-8.1pp | 27.34%-11.9pp | 73.14%-57.6pp |
| Employer contribution / active EE | $7,272 | $1,817+300.3% | $2,352+209.2% | $2,342+210.4% |
| Participant deferral / active EE | $3,345 | $2,580+29.6% | $3,142+6.4% | $3,332+0.4% |
| Admin fee / account holder | $266 | $3,825-93.1% | $5,800-95.4% | $4,645-94.3% |