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 | $9,128 | $118,680-92.3% | $98,907-90.8% | $158,922-94.3% |
| Participation rate | 77.8% | 77.8%0pp | 76.0%+1.8pp | 82.0%-4.2pp |
| Annual return | 42.71% | 372.35%-329.6pp | 196.43%-153.7pp | 302.83%-260.1pp |
| Employer contribution / active EE | $1,646 | $3,333-50.6% | $2,689-38.8% | $4,761-65.4% |
| Participant deferral / active EE | $3,095 | $5,088-39.2% | $4,244-27.1% | $5,982-48.3% |
| Admin fee / account holder | $77 | $10,131-99.2% | $6,642-98.8% | $11,246-99.3% |