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 | $14,218 | $84,233-83.1% | $170,442-91.7% | $70,131-79.7% |
| Participation rate | 76.9% | 70.8%+6.1pp | 83.6%-6.7pp | 69.5%+7.4pp |
| Annual return | 157.15% | 23.06%+134.1pp | 205.93%-48.8pp | 73.14%+84.0pp |
| Employer contribution / active EE | $1,037 | $3,387-69.4% | $5,433-80.9% | $2,342-55.7% |
| Participant deferral / active EE | $976 | $3,086-68.4% | $4,939-80.2% | $3,332-70.7% |
| Admin fee / account holder | $74 | $5,698-98.7% | $13,880-99.5% | $4,645-98.4% |