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 | $16,878 | $132,634-87.3% | $115,768-85.4% | $137,256-87.7% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.4%+3.4pp | 80.0%-2.2pp |
| Annual return | 19.61% | 160.70%-141.1pp | 100.46%-80.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $645 | $3,360-80.8% | $2,940-78.1% | $4,156-84.5% |
| Participant deferral / active EE | $2,043 | $5,619-63.6% | $4,917-58.5% | $6,407-68.1% |
| Admin fee / account holder | $62 | $15,028-99.6% | $12,439-99.5% | $12,270-99.5% |