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 | $16,764 | $125,758-86.7% | $169,993-90.1% | $75,163-77.7% |
| Participation rate | 86.5% | 83.6%+2.9pp | 87.0%-0.5pp | 67.2%+19.3pp |
| Annual return | 21.37% | 27.20%-5.8pp | 53.37%-32.0pp | 160.62%-139.2pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,670 | $6,837+12.2% | $10,408-26.3% | $4,125+85.9% |
| Admin fee / account holder | $70 | $8,173-99.1% | $12,815-99.5% | $5,651-98.8% |