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 | $8,361 | $91,190-90.8% | $178,490-95.3% | $79,858-89.5% |
| Participation rate | 76.9% | 69.2%+7.7pp | 81.9%-5.0pp | 69.6%+7.3pp |
| Annual return | 63.43% | 24.19%+39.2pp | 151.07%-87.6pp | 31.71%+31.7pp |
| Employer contribution / active EE | $1,947 | $3,256-40.2% | $5,011-61.1% | $2,471-21.2% |
| Participant deferral / active EE | $2,938 | $3,236-9.2% | $5,202-43.5% | $3,740-21.4% |
| Admin fee / account holder | $4 | $6,751-99.9% | $13,984-100.0% | $5,306-99.9% |