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 | $9,673 | $106,515-90.9% | $96,683-90.0% | $139,434-93.1% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 20.07% | 38.43%-18.4pp | 35.69%-15.6pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,950 | $4,103-52.5% | $3,737-47.8% | $4,751-59.0% |
| Participant deferral / active EE | $2,730 | $5,454-49.9% | $4,878-44.0% | $6,710-59.3% |
| Admin fee / account holder | $35 | $7,877-99.6% | $6,730-99.5% | $11,403-99.7% |