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 | $5,935 | $79,449-92.5% | $189,557-96.9% | $85,850-93.1% |
| Participation rate | 75.7% | 66.0%+9.7pp | 78.4%-2.8pp | 69.3%+6.4pp |
| Annual return | 14.96% | 18.45%-3.5pp | 64.17%-49.2pp | 318.53%-303.6pp |
| Employer contribution / active EE | $846 | $2,081-59.4% | $4,412-80.8% | $2,565-67.0% |
| Participant deferral / active EE | $1,420 | $4,051-65.0% | $6,174-77.0% | $3,952-64.1% |
| Admin fee / account holder | $185 | $5,377-96.6% | $9,807-98.1% | $6,260-97.0% |