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 8-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 | $7,047 | $48,046-85.3% | $84,611-91.7% | $72,985-90.3% |
| Participation rate | 93.1% | 57.6%+35.5pp | 68.2%+24.9pp | 69.5%+23.6pp |
| Annual return | 30.68% | 37.38%-6.7pp | 258.74%-228.1pp | 81.00%-50.3pp |
| Employer contribution / active EE | $1,989 | $1,602+24.2% | $2,652-25.0% | $2,440-18.5% |
| Participant deferral / active EE | $2,890 | $2,680+7.8% | $3,899-25.9% | $3,607-19.9% |
| Admin fee / account holder | $40 | $3,395-98.8% | $4,912-99.2% | $5,124-99.2% |