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 | $11,256 | $72,277-84.4% | $101,248-88.9% | $79,858-85.9% |
| Participation rate | 78.3% | 68.5%+9.8pp | 75.8%+2.5pp | 69.6%+8.6pp |
| Annual return | 19.55% | 22.30%-2.7pp | 46.47%-26.9pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,459 | $2,692-45.8% | $3,660-60.1% | $2,471-41.0% |
| Participant deferral / active EE | $2,229 | $3,282-32.1% | $4,370-49.0% | $3,740-40.4% |
| Admin fee / account holder | $299 | $4,400-93.2% | $5,945-95.0% | $5,306-94.4% |