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 | $15,202 | $110,257-86.2% | $96,544-84.3% | $139,434-89.1% |
| Participation rate | 92.9% | 78.1%+14.8pp | 76.0%+16.9pp | 80.3%+12.5pp |
| Annual return | 27.92% | 26.32%+1.6pp | 25.84%+2.1pp | 372.94%-345.0pp |
| Employer contribution / active EE | $2,732 | $3,620-24.5% | $2,965-7.9% | $4,751-42.5% |
| Participant deferral / active EE | $4,762 | $5,548-14.2% | $4,851-1.8% | $6,710-29.0% |
| Admin fee / account holder | $94 | $11,591-99.2% | $8,252-98.9% | $11,403-99.2% |