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 | $4,437 | $100,773-95.6% | $88,946-95.0% | $142,382-96.9% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.8%+21.2pp | 80.1%+9.9pp |
| Annual return | 16.39% | 70.18%-53.8pp | 57.82%-41.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,104 | $2,918-62.2% | $2,555-56.8% | $4,299-74.3% |
| Participant deferral / active EE | $3,442 | $5,230-34.2% | $4,581-24.9% | $6,507-47.1% |
| Admin fee / account holder | $137 | $9,693-98.6% | $8,261-98.3% | $12,624-98.9% |