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 | $7,488 | $123,793-94.0% | $177,821-95.8% | $79,858-90.6% |
| Participation rate | 85.3% | 84.7%+0.6pp | 87.7%-2.4pp | 69.6%+15.7pp |
| Annual return | 32.80% | 22.82%+10.0pp | 48.32%-15.5pp | 31.71%+1.1pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,354 | $5,956-43.7% | $7,714-56.5% | $3,740-10.3% |
| Admin fee / account holder | $50 | $7,243-99.3% | $12,427-99.6% | $5,306-99.1% |