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 9-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 | $15,534 | $176,377-91.2% | $134,143-88.4% | $158,922-90.2% |
| Participation rate | 76.2% | 78.7%-2.5pp | 72.2%+4.0pp | 82.0%-5.8pp |
| Annual return | 23.89% | 63.63%-39.7pp | 36.33%-12.4pp | 302.83%-278.9pp |
| Employer contribution / active EE | $944 | $5,040-81.3% | $3,704-74.5% | $4,761-80.2% |
| Participant deferral / active EE | $3,118 | $4,091-23.8% | $3,499-10.9% | $5,982-47.9% |
| Admin fee / account holder | $286 | $8,718-96.7% | $6,684-95.7% | $11,246-97.5% |