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 7-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 | $16,288 | $102,317-84.1% | $146,958-88.9% | $80,856-79.9% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.2%+8.5pp | 67.6%+23.0pp |
| Annual return | 20.09% | 134.76%-114.7pp | 418.34%-398.2pp | 35.59%-15.5pp |
| Employer contribution / active EE | $2,449 | $3,713-34.1% | $4,933-50.4% | $2,755-11.1% |
| Participant deferral / active EE | $6,302 | $6,644-5.1% | $8,070-21.9% | $4,296+46.7% |
| Admin fee / account holder | $76 | $7,941-99.0% | $12,998-99.4% | $6,918-98.9% |