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 6-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 | $8,906 | $72,277-87.7% | $101,248-91.2% | $79,858-88.8% |
| Participation rate | 85.2% | 68.5%+16.7pp | 75.8%+9.4pp | 69.6%+15.6pp |
| Annual return | 31.63% | 22.30%+9.3pp | 46.47%-14.8pp | 31.71%-0.1pp |
| Employer contribution / active EE | $1,393 | $2,692-48.2% | $3,660-61.9% | $2,471-43.6% |
| Participant deferral / active EE | $2,755 | $3,282-16.0% | $4,370-37.0% | $3,740-26.3% |
| Admin fee / account holder | $150 | $4,400-96.6% | $5,945-97.5% | $5,306-97.2% |