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 | $6,682 | $70,475-90.5% | $100,516-93.4% | $79,858-91.6% |
| Participation rate | 71.2% | 73.7%-2.4pp | 79.4%-8.2pp | 69.6%+1.6pp |
| Annual return | 38.85% | 21.90%+17.0pp | 30.89%+8.0pp | 31.71%+7.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,102 | $5,181-40.1% | $6,270-50.5% | $3,740-17.1% |
| Admin fee / account holder | $277 | $4,478-93.8% | $8,081-96.6% | $5,306-94.8% |