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 8-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 | $2,881 | $55,706-94.8% | $75,886-96.2% | $72,985-96.1% |
| Participation rate | 88.0% | 61.1%+26.9pp | 69.3%+18.7pp | 69.5%+18.5pp |
| Annual return | 45.63% | 27.59%+18.0pp | 30.76%+14.9pp | 81.00%-35.4pp |
| Employer contribution / active EE | $1,052 | $1,687-37.6% | $2,500-57.9% | $2,440-56.9% |
| Participant deferral / active EE | $1,727 | $2,634-34.4% | $3,603-52.1% | $3,607-52.1% |
| Admin fee / account holder | $116 | $3,978-97.1% | $5,418-97.9% | $5,124-97.7% |