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 4-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 | $7,088 | $59,101-88.0% | $77,163-90.8% | $75,163-90.6% |
| Participation rate | 93.3% | 63.9%+29.5pp | 69.6%+23.8pp | 67.2%+26.1pp |
| Annual return | 24.79% | 26.71%-1.9pp | 37.87%-13.1pp | 160.62%-135.8pp |
| Employer contribution / active EE | $1,834 | $1,995-8.1% | $2,535-27.6% | $2,670-31.3% |
| Participant deferral / active EE | $1,973 | $2,999-34.2% | $3,833-48.5% | $4,125-52.2% |
| Admin fee / account holder | $7 | $4,774-99.9% | $5,472-99.9% | $5,651-99.9% |