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 5-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 | $8,825 | $106,515-91.7% | $96,683-90.9% | $139,434-93.7% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 40.07% | 38.43%+1.6pp | 35.69%+4.4pp | 372.94%-332.9pp |
| Employer contribution / active EE | $1,466 | $4,103-64.3% | $3,737-60.8% | $4,751-69.1% |
| Participant deferral / active EE | $2,190 | $5,454-59.8% | $4,878-55.1% | $6,710-67.4% |
| Admin fee / account holder | $172 | $7,877-97.8% | $6,730-97.4% | $11,403-98.5% |