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 | $5,673 | $76,407-92.6% | $150,298-96.2% | $82,448-93.1% |
| Participation rate | 96.9% | 66.4%+30.5pp | 77.8%+19.1pp | 68.1%+28.8pp |
| Annual return | 19.51% | 39.99%-20.5pp | 62.79%-43.3pp | 41.64%-22.1pp |
| Employer contribution / active EE | $697 | $2,614-73.3% | $4,154-83.2% | $2,551-72.7% |
| Participant deferral / active EE | $1,603 | $3,214-50.1% | $5,453-70.6% | $4,139-61.3% |
| Admin fee / account holder | $180 | $6,352-97.2% | $14,116-98.7% | $7,234-97.5% |