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 | $8,029 | $93,571-91.4% | $135,903-94.1% | $75,163-89.3% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 23.98% | 30.90%-6.9pp | 68.23%-44.3pp | 160.62%-136.6pp |
| Employer contribution / active EE | $943 | $3,537-73.3% | $4,856-80.6% | $2,670-64.7% |
| Participant deferral / active EE | $3,119 | $6,404-51.3% | $7,758-59.8% | $4,125-24.4% |
| Admin fee / account holder | $232 | $6,975-96.7% | $10,762-97.8% | $5,651-95.9% |