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 | $5,626 | $103,949-94.6% | $69,182-91.9% | $273,961-97.9% |
| Participation rate | 78.6% | 67.4%+11.2pp | 55.1%+23.5pp | 83.0%-4.4pp |
| Annual return | 10.38% | 35.28%-24.9pp | -21.93%+32.3pp | 41.45%-31.1pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,619 | $2,716-3.6% | $1,897+38.1% | $5,287-50.5% |
| Admin fee / account holder | $129 | $3,671-96.5% | $2,697-95.2% | $10,132-98.7% |