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 9-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 | $9,958 | $53,127-81.3% | $86,590-88.5% | $70,131-85.8% |
| Participation rate | 84.3% | 65.3%+19.0pp | 73.5%+10.7pp | 69.5%+14.7pp |
| Annual return | 14.34% | 27.66%-13.3pp | 964.84%-950.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $488 | $2,068-76.4% | $2,839-82.8% | $2,342-79.2% |
| Participant deferral / active EE | $1,815 | $2,696-32.7% | $3,609-49.7% | $3,332-45.5% |
| Admin fee / account holder | $278 | $3,585-92.3% | $4,906-94.3% | $4,645-94.0% |