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 9-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 | $23,209 | $95,803-75.8% | $113,168-79.5% | $84,808-72.6% |
| Participation rate | 86.0% | 72.9%+13.2pp | 76.6%+9.5pp | 68.3%+17.7pp |
| Annual return | 18.02% | 25.00%-7.0pp | 24.27%-6.2pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,109 | $2,360-53.0% | $2,975-62.7% | $2,631-57.8% |
| Participant deferral / active EE | $2,795 | $4,242-34.1% | $5,107-45.3% | $4,212-33.6% |
| Admin fee / account holder | $99 | $8,989-98.9% | $12,068-99.2% | $7,344-98.7% |