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 | $7,433 | $49,227-84.9% | $70,449-89.4% | $79,858-90.7% |
| Participation rate | 81.1% | 69.2%+11.9pp | 75.1%+6.0pp | 69.6%+11.4pp |
| Annual return | 25.73% | 30.06%-4.3pp | 109.03%-83.3pp | 31.71%-6.0pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,124 | $2,768+12.9% | $3,709-15.8% | $3,740-16.5% |
| Admin fee / account holder | $260 | $2,878-91.0% | $3,845-93.2% | $5,306-95.1% |