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 6-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 | $9,623 | $55,214-82.6% | $104,607-90.8% | $73,488-86.9% |
| Participation rate | 93.3% | 67.8%+25.5pp | 74.1%+19.3pp | 70.7%+22.7pp |
| Annual return | 39.55% | 24.79%+14.8pp | 340.46%-300.9pp | 28.51%+11.0pp |
| Employer contribution / active EE | $1,354 | $1,468-7.8% | $2,681-49.5% | $2,270-40.4% |
| Participant deferral / active EE | $3,489 | $2,925+19.3% | $3,740-6.7% | $3,740-6.7% |
| Admin fee / account holder | $258 | $424-39.0% | $6,473-96.0% | $513-49.6% |