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 | $15,216 | $124,319-87.8% | $111,297-86.3% | $167,490-90.9% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 17.59% | 37.44%-19.8pp | 54.65%-37.1pp | 478.56%-461.0pp |
| Employer contribution / active EE | $725 | $3,435-78.9% | $2,731-73.4% | $4,837-85.0% |
| Participant deferral / active EE | $3,711 | $5,180-28.4% | $4,487-17.3% | $6,341-41.5% |
| Admin fee / account holder | $69 | $10,618-99.4% | $7,964-99.1% | $12,309-99.4% |