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 | $8,456 | $54,762-84.6% | $90,281-90.6% | $72,985-88.4% |
| Participation rate | 84.1% | 65.1%+18.9pp | 73.3%+10.8pp | 69.5%+14.6pp |
| Annual return | 24.48% | 30.63%-6.1pp | 78.10%-53.6pp | 81.00%-56.5pp |
| Employer contribution / active EE | $797 | $2,092-61.9% | $2,854-72.1% | $2,440-67.3% |
| Participant deferral / active EE | $1,756 | $2,887-39.2% | $3,885-54.8% | $3,607-51.3% |
| Admin fee / account holder | $49 | $3,972-98.8% | $5,351-99.1% | $5,124-99.0% |