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 | $7,459 | $81,208-90.8% | $98,907-92.5% | $79,858-90.7% |
| Participation rate | 95.0% | 72.5%+22.5pp | 76.0%+19.0pp | 69.6%+25.4pp |
| Annual return | 22.27% | 60.99%-38.7pp | 196.43%-174.2pp | 31.71%-9.4pp |
| Employer contribution / active EE | $2,266 | $1,960+15.6% | $2,689-15.7% | $2,471-8.3% |
| Participant deferral / active EE | $1,498 | $3,265-54.1% | $4,244-64.7% | $3,740-60.0% |
| Admin fee / account holder | $110 | $6,013-98.2% | $6,642-98.3% | $5,306-97.9% |