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 5-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 | $6,829 | $71,050-90.4% | $93,606-92.7% | $80,856-91.6% |
| Participation rate | 77.1% | 60.4%+16.7pp | 68.7%+8.4pp | 67.6%+9.5pp |
| Annual return | 12.92% | 11.26%+1.7pp | 133.20%-120.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $750 | $1,564-52.0% | $2,420-69.0% | $2,755-72.8% |
| Participant deferral / active EE | $1,534 | $4,034-62.0% | $4,411-65.2% | $4,296-64.3% |
| Admin fee / account holder | $278 | $6,945-96.0% | $8,285-96.6% | $6,918-96.0% |