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 6-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 | $9,325 | $115,770-91.9% | $101,248-90.8% | $158,922-94.1% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | 23.16% | 56.14%-33.0pp | 46.47%-23.3pp | 302.83%-279.7pp |
| Employer contribution / active EE | $2,049 | $4,175-50.9% | $3,660-44.0% | $4,761-57.0% |
| Participant deferral / active EE | $2,330 | $4,957-53.0% | $4,370-46.7% | $5,982-61.1% |
| Admin fee / account holder | $273 | $7,245-96.2% | $5,945-95.4% | $11,246-97.6% |