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 | $17,282 | $113,935-84.8% | $94,224-81.7% | $125,391-86.2% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | 3.52% | 5.29%-1.8pp | 10.68%-7.2pp | 282.22%-278.7pp |
| Employer contribution / active EE | $989 | $4,727-79.1% | $3,587-72.4% | $4,866-79.7% |
| Participant deferral / active EE | $1,750 | $5,179-66.2% | $4,320-59.5% | $5,352-67.3% |
| Admin fee / account holder | $171 | $8,391-98.0% | $6,269-97.3% | $9,540-98.2% |