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 | $8,562 | $54,762-84.4% | $90,281-90.5% | $72,985-88.3% |
| Participation rate | 76.2% | 65.1%+11.0pp | 73.3%+2.9pp | 69.5%+6.7pp |
| Annual return | 40.61% | 30.63%+10.0pp | 78.10%-37.5pp | 81.00%-40.4pp |
| Employer contribution / active EE | $1,307 | $2,092-37.6% | $2,854-54.2% | $2,440-46.4% |
| Participant deferral / active EE | $3,262 | $2,887+13.0% | $3,885-16.0% | $3,607-9.6% |
| Admin fee / account holder | $266 | $3,972-93.3% | $5,351-95.0% | $5,124-94.8% |