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 | $11,298 | $162,781-93.1% | $133,956-91.6% | $158,922-92.9% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 47.12% | 41.94%+5.2pp | 45.09%+2.0pp | 302.83%-255.7pp |
| Employer contribution / active EE | $1,452 | $4,975-70.8% | $3,919-62.9% | $4,761-69.5% |
| Participant deferral / active EE | $5,721 | $5,911-3.2% | $5,048+13.3% | $5,982-4.4% |
| Admin fee / account holder | $105 | $11,736-99.1% | $8,927-98.8% | $11,246-99.1% |