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 | $7,791 | $48,076-83.8% | $78,689-90.1% | $62,891-87.6% |
| Participation rate | 86.7% | 65.2%+21.5pp | 73.6%+13.1pp | 69.3%+17.4pp |
| Annual return | 92.43% | 31.35%+61.1pp | 62.18%+30.3pp | 20.14%+72.3pp |
| Employer contribution / active EE | $1,206 | $2,015-40.1% | $2,851-57.7% | $2,281-47.1% |
| Participant deferral / active EE | $3,066 | $2,588+18.5% | $3,517-12.8% | $3,203-4.3% |
| Admin fee / account holder | $46 | $3,207-98.6% | $4,510-99.0% | $4,296-98.9% |