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 8-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 | $9,906 | $45,073-78.0% | $69,455-85.7% | $72,985-86.4% |
| Participation rate | 70.2% | 68.5%+1.7pp | 74.6%-4.4pp | 69.5%+0.7pp |
| Annual return | 31.78% | 22.65%+9.1pp | 28.97%+2.8pp | 81.00%-49.2pp |
| Employer contribution / active EE | $1,282 | $2,054-37.6% | $2,779-53.9% | $2,440-47.5% |
| Participant deferral / active EE | $2,053 | $2,602-21.1% | $3,535-41.9% | $3,607-43.1% |
| Admin fee / account holder | $286 | $3,056-90.6% | $3,839-92.5% | $5,124-94.4% |