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 | $7,164 | $124,281-94.2% | $109,143-93.4% | $167,490-95.7% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 11.63% | 26.04%-14.4pp | 25.75%-14.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,749 | $4,207-58.4% | $3,722-53.0% | $4,837-63.9% |
| Participant deferral / active EE | $1,614 | $5,255-69.3% | $4,653-65.3% | $6,341-74.5% |
| Admin fee / account holder | $115 | $7,970-98.6% | $6,752-98.3% | $12,309-99.1% |