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 6-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 | $5,961 | $80,717-92.6% | $154,803-96.1% | $84,808-93.0% |
| Participation rate | 97.4% | 66.8%+30.6pp | 78.1%+19.3pp | 68.3%+29.1pp |
| Annual return | 15.00% | 37.96%-23.0pp | 58.88%-43.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $605 | $2,761-78.1% | $4,305-85.9% | $2,631-77.0% |
| Participant deferral / active EE | $1,819 | $3,303-44.9% | $5,540-67.2% | $4,212-56.8% |
| Admin fee / account holder | $122 | $6,746-98.2% | $14,329-99.2% | $7,344-98.3% |