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 | $9,167 | $112,096-91.8% | $95,952-90.4% | $158,922-94.2% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 113.74% | 171.09%-57.4pp | 91.61%+22.1pp | 302.83%-189.1pp |
| Employer contribution / active EE | $931 | $3,198-70.9% | $2,541-63.4% | $4,761-80.4% |
| Participant deferral / active EE | $5,685 | $4,784+18.8% | $4,167+36.4% | $5,982-5.0% |
| Admin fee / account holder | $294 | $10,130-97.1% | $6,795-95.7% | $11,246-97.4% |