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 | $1,939 | $91,190-97.9% | $178,490-98.9% | $79,858-97.6% |
| Participation rate | 83.3% | 69.2%+14.1pp | 81.9%+1.4pp | 69.6%+13.7pp |
| Annual return | 36.51% | 24.19%+12.3pp | 151.07%-114.6pp | 31.71%+4.8pp |
| Employer contribution / active EE | $624 | $3,256-80.8% | $5,011-87.5% | $2,471-74.7% |
| Participant deferral / active EE | $997 | $3,236-69.2% | $5,202-80.8% | $3,740-73.3% |
| Admin fee / account holder | $150 | $6,751-97.8% | $13,984-98.9% | $5,306-97.2% |