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 | $21,565 | $89,355-75.9% | $141,162-84.7% | $72,985-70.5% |
| Participation rate | 86.2% | 75.1%+11.1pp | 82.5%+3.7pp | 69.5%+16.7pp |
| Annual return | 28.85% | 111.85%-83.0pp | 71.39%-42.5pp | 81.00%-52.1pp |
| Employer contribution / active EE | $2,301 | $3,114-26.1% | $4,735-51.4% | $2,440-5.7% |
| Participant deferral / active EE | $7,360 | $5,418+35.9% | $6,709+9.7% | $3,607+104.0% |
| Admin fee / account holder | $155 | $5,958-97.4% | $10,261-98.5% | $5,124-97.0% |