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 | $6,755 | $107,334-93.7% | $92,893-92.7% | $152,861-95.6% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 44.55% | 145.58%-101.0pp | 109.41%-64.9pp | 345.32%-300.8pp |
| Employer contribution / active EE | $1,358 | $4,221-67.8% | $3,653-62.8% | $4,762-71.5% |
| Participant deferral / active EE | $2,913 | $4,845-39.9% | $4,236-31.2% | $5,850-50.2% |
| Admin fee / account holder | $42 | $7,079-99.4% | $5,794-99.3% | $11,596-99.6% |