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 | $6,083 | $67,411-91.0% | $91,001-93.3% | $70,131-91.3% |
| Participation rate | 92.6% | 71.4%+21.2pp | 75.6%+17.0pp | 69.5%+23.1pp |
| Annual return | 16.47% | -40.16%+56.6pp | 4.60%+11.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $996 | $1,786-44.2% | $2,456-59.5% | $2,342-57.5% |
| Participant deferral / active EE | $1,607 | $2,823-43.1% | $3,547-54.7% | $3,332-51.8% |
| Admin fee / account holder | $293 | $4,236-93.1% | $5,417-94.6% | $4,645-93.7% |