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 3-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 | $6,365 | $80,717-92.1% | $154,803-95.9% | $84,808-92.5% |
| Participation rate | 89.1% | 66.8%+22.3pp | 78.1%+11.0pp | 68.3%+20.8pp |
| Annual return | 42.91% | 37.96%+4.9pp | 58.88%-16.0pp | 40.90%+2.0pp |
| Employer contribution / active EE | $1,342 | $2,761-51.4% | $4,305-68.8% | $2,631-49.0% |
| Participant deferral / active EE | $2,008 | $3,303-39.2% | $5,540-63.8% | $4,212-52.3% |
| Admin fee / account holder | $156 | $6,746-97.7% | $14,329-98.9% | $7,344-97.9% |