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 | $15,556 | $179,726-91.3% | $156,263-90.0% | $142,382-89.1% |
| Participation rate | 85.0% | 82.1%+2.9pp | 78.9%+6.1pp | 80.1%+4.9pp |
| Annual return | 19.94% | 77.86%-57.9pp | 59.47%-39.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,168 | $5,069-77.0% | $4,333-73.1% | $4,299-72.8% |
| Participant deferral / active EE | $2,893 | $6,956-58.4% | $6,158-53.0% | $6,507-55.5% |
| Admin fee / account holder | $218 | $17,272-98.7% | $14,255-98.5% | $12,624-98.3% |