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 | $14,415 | $72,492-80.1% | $87,100-83.5% | $72,985-80.2% |
| Participation rate | 94.4% | 72.8%+21.6pp | 76.9%+17.6pp | 69.5%+25.0pp |
| Annual return | 37.43% | 24.46%+13.0pp | 28.19%+9.2pp | 81.00%-43.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,158 | $3,270+88.3% | $4,049+52.1% | $3,607+70.7% |
| Admin fee / account holder | $237 | $5,055-95.3% | $7,497-96.8% | $5,124-95.4% |