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 | $8,531 | $48,046-82.2% | $84,611-89.9% | $72,985-88.3% |
| Participation rate | 83.3% | 57.6%+25.8pp | 68.2%+15.1pp | 69.5%+13.8pp |
| Annual return | 26.16% | 37.38%-11.2pp | 258.74%-232.6pp | 81.00%-54.8pp |
| Employer contribution / active EE | $886 | $1,602-44.7% | $2,652-66.6% | $2,440-63.7% |
| Participant deferral / active EE | $957 | $2,680-64.3% | $3,899-75.4% | $3,607-73.5% |
| Admin fee / account holder | $168 | $3,395-95.1% | $4,912-96.6% | $5,124-96.7% |