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 | $8,707 | $112,881-92.3% | $90,951-90.4% | $158,922-94.5% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 39.05% | 215.79%-176.7pp | 134.60%-95.6pp | 302.83%-263.8pp |
| Employer contribution / active EE | $1,915 | $2,893-33.8% | $2,122-9.8% | $4,761-59.8% |
| Participant deferral / active EE | $3,052 | $4,128-26.0% | $3,373-9.5% | $5,982-49.0% |
| Admin fee / account holder | $19 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |