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 | $8,102 | $96,484-91.6% | $75,886-89.3% | $152,861-94.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.4%-2.4pp |
| Annual return | 48.25% | 33.98%+14.3pp | 30.76%+17.5pp | 345.32%-297.1pp |
| Employer contribution / active EE | $2,450 | $3,309-26.0% | $2,500-2.0% | $4,762-48.6% |
| Participant deferral / active EE | $3,542 | $4,553-22.2% | $3,603-1.7% | $5,850-39.5% |
| Admin fee / account holder | $21 | $8,078-99.7% | $5,418-99.6% | $11,596-99.8% |