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 4-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 | $7,069 | $73,933-90.4% | $96,683-92.7% | $75,163-90.6% |
| Participation rate | 93.1% | 66.4%+26.7pp | 74.3%+18.8pp | 67.2%+25.9pp |
| Annual return | 41.49% | 26.70%+14.8pp | 35.69%+5.8pp | 160.62%-119.1pp |
| Employer contribution / active EE | $1,971 | $2,928-32.7% | $3,737-47.3% | $2,670-26.2% |
| Participant deferral / active EE | $3,320 | $3,659-9.3% | $4,878-31.9% | $4,125-19.5% |
| Admin fee / account holder | $150 | $5,216-97.1% | $6,730-97.8% | $5,651-97.3% |