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 | $8,388 | $72,012-88.4% | $185,823-95.5% | $79,858-89.5% |
| Participation rate | 91.2% | 65.8%+25.4pp | 78.0%+13.1pp | 69.6%+21.5pp |
| Annual return | 35.48% | 23.12%+12.4pp | 35.95%-0.5pp | 31.71%+3.8pp |
| Employer contribution / active EE | $1,375 | $1,965-30.0% | $4,087-66.4% | $2,471-44.4% |
| Participant deferral / active EE | $3,439 | $3,779-9.0% | $5,632-38.9% | $3,740-8.0% |
| Admin fee / account holder | $62 | $4,513-98.6% | $9,500-99.3% | $5,306-98.8% |