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 | $8,539 | $91,552-90.7% | $133,956-93.6% | $79,858-89.3% |
| Participation rate | 73.0% | 73.3%-0.4pp | 79.8%-6.9pp | 69.6%+3.3pp |
| Annual return | 66.30% | 61.85%+4.5pp | 45.09%+21.2pp | 31.71%+34.6pp |
| Employer contribution / active EE | $1,427 | $2,384-40.1% | $3,919-63.6% | $2,471-42.2% |
| Participant deferral / active EE | $2,046 | $3,733-45.2% | $5,048-59.5% | $3,740-45.3% |
| Admin fee / account holder | $186 | $6,321-97.1% | $8,927-97.9% | $5,306-96.5% |