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 9-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 | $18,195 | $103,376-82.4% | $87,100-79.1% | $152,861-88.1% |
| Participation rate | 84.2% | 79.3%+4.9pp | 76.9%+7.3pp | 82.4%+1.8pp |
| Annual return | 19.67% | 28.10%-8.4pp | 28.19%-8.5pp | 345.32%-325.6pp |
| Employer contribution / active EE | $2,780 | $3,220-13.7% | $2,521+10.2% | $4,762-41.6% |
| Participant deferral / active EE | $2,130 | $4,778-55.4% | $4,049-47.4% | $5,850-63.6% |
| Admin fee / account holder | $143 | $12,205-98.8% | $7,497-98.1% | $11,596-98.8% |