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 9-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 | $8,577 | $165,912-94.8% | $122,332-93.0% | $147,584-94.2% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 67.79% | 34.55%+33.2pp | 30.27%+37.5pp | 578.55%-510.8pp |
| Employer contribution / active EE | $1,164 | $5,754-79.8% | $4,050-71.3% | $4,876-76.1% |
| Participant deferral / active EE | $5,614 | $4,005+40.2% | $3,287+70.8% | $5,439+3.2% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |