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 | $13,335 | $58,577-77.2% | $83,333-84.0% | $64,186-79.2% |
| Participation rate | 89.3% | 72.0%+17.3pp | 77.8%+11.5pp | 69.6%+19.7pp |
| Annual return | 42.86% | 9.65%+33.2pp | 10.63%+32.2pp | 7.63%+35.2pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,068 | $4,654+51.9% | $5,565+27.0% | $3,470+103.7% |
| Admin fee / account holder | $204 | $9,275-97.8% | $7,510-97.3% | $4,888-95.8% |