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 | $9,986 | $117,983-91.5% | $101,794-90.2% | $142,382-93.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 19.12% | 36.92%-17.8pp | 30.53%-11.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,273 | $2,773-54.1% | $2,289-44.4% | $4,299-70.4% |
| Participant deferral / active EE | $3,075 | $4,714-34.8% | $4,084-24.7% | $6,507-52.7% |
| Admin fee / account holder | $126 | $10,433-98.8% | $8,777-98.6% | $12,624-99.0% |