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 | $7,279 | $157,256-95.4% | $141,162-94.8% | $152,861-95.2% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 39.05% | 64.32%-25.3pp | 71.39%-32.3pp | 345.32%-306.3pp |
| Employer contribution / active EE | $1,745 | $5,261-66.8% | $4,735-63.1% | $4,762-63.4% |
| Participant deferral / active EE | $2,643 | $7,109-62.8% | $6,709-60.6% | $5,850-54.8% |
| Admin fee / account holder | $21 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |