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 | $13,096 | $72,277-81.9% | $101,248-87.1% | $79,858-83.6% |
| Participation rate | 91.4% | 68.5%+23.0pp | 75.8%+15.6pp | 69.6%+21.8pp |
| Annual return | 23.55% | 22.30%+1.3pp | 46.47%-22.9pp | 31.71%-8.2pp |
| Employer contribution / active EE | $3,964 | $2,692+47.3% | $3,660+8.3% | $2,471+60.4% |
| Participant deferral / active EE | $1,511 | $3,282-53.9% | $4,370-65.4% | $3,740-59.6% |
| Admin fee / account holder | $124 | $4,400-97.2% | $5,945-97.9% | $5,306-97.7% |