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 | $16,766 | $65,365-74.4% | $92,893-82.0% | $72,985-77.0% |
| Participation rate | 81.3% | 68.3%+12.9pp | 76.0%+5.2pp | 69.5%+11.8pp |
| Annual return | 33.27% | 42.10%-8.8pp | 109.41%-76.1pp | 81.00%-47.7pp |
| Employer contribution / active EE | $1,009 | $2,594-61.1% | $3,653-72.4% | $2,440-58.7% |
| Participant deferral / active EE | $1,785 | $3,128-43.0% | $4,236-57.9% | $3,607-50.5% |
| Admin fee / account holder | $165 | $4,251-96.1% | $5,794-97.1% | $5,124-96.8% |