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 6-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 | $8,610 | $111,724-92.3% | $93,606-90.8% | $145,922-94.1% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 13.24% | 202.98%-189.7pp | 133.20%-120.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $883 | $3,090-71.4% | $2,420-63.5% | $4,660-81.0% |
| Participant deferral / active EE | $1,648 | $4,912-66.5% | $4,411-62.6% | $6,688-75.4% |
| Admin fee / account holder | $111 | $10,250-98.9% | $8,285-98.7% | $13,397-99.2% |