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 7-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 | $8,067 | $99,985-91.9% | $146,665-94.5% | $85,850-90.6% |
| Participation rate | 71.1% | 73.1%-2.0pp | 80.1%-9.0pp | 69.3%+1.7pp |
| Annual return | 23.80% | 18.93%+4.9pp | 22.74%+1.1pp | 318.53%-294.7pp |
| Employer contribution / active EE | $1,553 | $2,559-39.3% | $4,136-62.4% | $2,565-39.4% |
| Participant deferral / active EE | $2,237 | $4,006-44.2% | $5,506-59.4% | $3,952-43.4% |
| Admin fee / account holder | $207 | $7,702-97.3% | $10,280-98.0% | $6,260-96.7% |