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 | $7,391 | $83,477-91.1% | $125,175-94.1% | $72,985-89.9% |
| Participation rate | 84.3% | 73.3%+11.0pp | 79.8%+4.5pp | 69.5%+14.8pp |
| Annual return | 30.16% | 25.78%+4.4pp | 43.79%-13.6pp | 81.00%-50.8pp |
| Employer contribution / active EE | $1,212 | $2,345-48.3% | $3,865-68.6% | $2,440-50.3% |
| Participant deferral / active EE | $2,509 | $3,585-30.0% | $4,937-49.2% | $3,607-30.5% |
| Admin fee / account holder | $128 | $5,517-97.7% | $9,702-98.7% | $5,124-97.5% |