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 | $15,924 | $58,828-72.9% | $77,999-79.6% | $62,891-74.7% |
| Participation rate | 78.8% | 71.1%+7.7pp | 75.5%+3.3pp | 69.3%+9.5pp |
| Annual return | 8.58% | 17.16%-8.6pp | 425.96%-417.4pp | 20.14%-11.6pp |
| Employer contribution / active EE | $663 | $1,672-60.3% | $2,470-73.2% | $2,281-70.9% |
| Participant deferral / active EE | $1,760 | $2,686-34.5% | $3,497-49.7% | $3,203-45.1% |
| Admin fee / account holder | $52 | $4,393-98.8% | $5,480-99.0% | $4,296-98.8% |