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 | $19,604 | $93,571-79.0% | $135,903-85.6% | $75,163-73.9% |
| Participation rate | 84.8% | 75.2%+9.7pp | 81.9%+2.9pp | 67.2%+17.7pp |
| Annual return | 18.03% | 30.90%-12.9pp | 68.23%-50.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $819 | $3,537-76.8% | $4,856-83.1% | $2,670-69.3% |
| Participant deferral / active EE | $4,541 | $6,404-29.1% | $7,758-41.5% | $4,125+10.1% |
| Admin fee / account holder | $142 | $6,975-98.0% | $10,762-98.7% | $5,651-97.5% |