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 | $10,544 | $52,279-79.8% | $89,391-88.2% | $79,858-86.8% |
| Participation rate | 91.5% | 57.5%+34.0pp | 68.0%+23.5pp | 69.6%+21.9pp |
| Annual return | 25.27% | 22.16%+3.1pp | 245.62%-220.3pp | 31.71%-6.4pp |
| Employer contribution / active EE | $1,411 | $1,572-10.2% | $2,586-45.4% | $2,471-42.9% |
| Participant deferral / active EE | $2,450 | $2,740-10.6% | $3,890-37.0% | $3,740-34.5% |
| Admin fee / account holder | $180 | $3,356-94.6% | $4,881-96.3% | $5,306-96.6% |