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 | $13,712 | $112,881-87.9% | $90,951-84.9% | $158,922-91.4% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 28.15% | 215.79%-187.6pp | 134.60%-106.4pp | 302.83%-274.7pp |
| Employer contribution / active EE | $1,960 | $2,893-32.3% | $2,122-7.6% | $4,761-58.8% |
| Participant deferral / active EE | $3,932 | $4,128-4.7% | $3,373+16.6% | $5,982-34.3% |
| Admin fee / account holder | $41 | $8,041-99.5% | $5,959-99.3% | $11,246-99.6% |