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 | $8,994 | $209,411-95.7% | $178,490-95.0% | $158,922-94.3% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 80.82% | 188.75%-107.9pp | 151.07%-70.2pp | 302.83%-222.0pp |
| Employer contribution / active EE | $8,249 | $5,706+44.6% | $5,011+64.6% | $4,761+73.3% |
| Participant deferral / active EE | $2,908 | $5,954-51.2% | $5,202-44.1% | $5,982-51.4% |
| Admin fee / account holder | $27 | $17,074-99.8% | $13,984-99.8% | $11,246-99.8% |