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 | $10,993 | $95,416-88.5% | $185,823-94.1% | $85,850-87.2% |
| Participation rate | 95.9% | 68.8%+27.2pp | 81.7%+14.2pp | 69.3%+26.6pp |
| Annual return | 25.66% | 23.59%+2.1pp | 122.05%-96.4pp | 318.53%-292.9pp |
| Employer contribution / active EE | $1,027 | $3,314-69.0% | $5,167-80.1% | $2,565-60.0% |
| Participant deferral / active EE | $1,412 | $3,423-58.8% | $5,568-74.6% | $3,952-64.3% |
| Admin fee / account holder | $273 | $7,213-96.2% | $16,237-98.3% | $6,260-95.6% |