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 | $7,670 | $77,419-90.1% | $69,455-89.0% | $152,861-95.0% |
| Participation rate | 81.8% | 78.1%+3.7pp | 74.6%+7.2pp | 82.4%-0.6pp |
| Annual return | 114.44% | 39.06%+75.4pp | 28.97%+85.5pp | 345.32%-230.9pp |
| Employer contribution / active EE | $1,088 | $3,315-67.2% | $2,779-60.8% | $4,762-77.1% |
| Participant deferral / active EE | $1,796 | $4,414-59.3% | $3,535-49.2% | $5,850-69.3% |
| Admin fee / account holder | $221 | $6,207-96.4% | $3,839-94.2% | $11,596-98.1% |