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 | $7,355 | $144,119-94.9% | $117,854-93.8% | $147,584-95.0% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 23.90% | 531.15%-507.2pp | 335.08%-311.2pp | 578.55%-554.6pp |
| Employer contribution / active EE | $2,271 | $4,896-53.6% | $3,786-40.0% | $4,876-53.4% |
| Participant deferral / active EE | $1,771 | $5,316-66.7% | $4,482-60.5% | $5,439-67.4% |
| Admin fee / account holder | $135 | $10,886-98.8% | $8,020-98.3% | $10,885-98.8% |