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 5-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 | $11,364 | $124,425-90.9% | $112,040-89.9% | $137,256-91.7% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.5%+17.3pp | 80.0%+13.8pp |
| Annual return | 14.10% | 24.72%-10.6pp | 24.52%-10.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,063 | $3,411-68.8% | $2,954-64.0% | $4,156-74.4% |
| Participant deferral / active EE | $2,973 | $5,718-48.0% | $5,098-41.7% | $6,407-53.6% |
| Admin fee / account holder | $138 | $15,207-99.1% | $12,098-98.9% | $12,270-98.9% |