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 9-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 | $8,378 | $103,376-91.9% | $87,100-90.4% | $152,861-94.5% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 30.66% | 28.10%+2.6pp | 28.19%+2.5pp | 345.32%-314.7pp |
| Employer contribution / active EE | $1,654 | $3,220-48.6% | $2,521-34.4% | $4,762-65.3% |
| Participant deferral / active EE | $2,235 | $4,778-53.2% | $4,049-44.8% | $5,850-61.8% |
| Admin fee / account holder | $27 | $12,205-99.8% | $7,497-99.6% | $11,596-99.8% |