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 | $9,503 | $152,587-93.8% | $125,175-92.4% | $152,861-93.8% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 30.45% | 54.84%-24.4pp | 43.79%-13.3pp | 345.32%-314.9pp |
| Employer contribution / active EE | $2,443 | $4,946-50.6% | $3,865-36.8% | $4,762-48.7% |
| Participant deferral / active EE | $3,740 | $5,868-36.3% | $4,937-24.2% | $5,850-36.1% |
| Admin fee / account holder | $44 | $13,434-99.7% | $9,702-99.5% | $11,596-99.6% |