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 | $6,427 | $49,227-86.9% | $70,449-90.9% | $79,858-92.0% |
| Participation rate | 96.2% | 69.2%+27.1pp | 75.1%+21.2pp | 69.6%+26.6pp |
| Annual return | 34.25% | 30.06%+4.2pp | 109.03%-74.8pp | 31.71%+2.5pp |
| Employer contribution / active EE | $686 | $2,099-67.3% | $2,737-74.9% | $2,471-72.2% |
| Participant deferral / active EE | $1,919 | $2,768-30.7% | $3,709-48.3% | $3,740-48.7% |
| Admin fee / account holder | $73 | $2,878-97.5% | $3,845-98.1% | $5,306-98.6% |