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 | $8,317 | $63,355-86.9% | $91,989-91.0% | $72,985-88.6% |
| Participation rate | 90.6% | 72.5%+18.0pp | 78.6%+11.9pp | 69.5%+21.1pp |
| Annual return | 76.06% | 35.35%+40.7pp | 69.02%+7.0pp | 81.00%-4.9pp |
| Employer contribution / active EE | $1,149 | $2,116-45.7% | $3,452-66.7% | $2,440-52.9% |
| Participant deferral / active EE | $4,998 | $4,883+2.4% | $5,923-15.6% | $3,607+38.6% |
| Admin fee / account holder | $3 | $4,668-99.9% | $7,743-100.0% | $5,124-99.9% |