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 | $9,756 | $97,757-90.0% | $83,848-88.4% | $135,375-92.8% |
| Participation rate | 90.5% | 80.0%+10.5pp | 76.1%+14.3pp | 82.6%+7.8pp |
| Annual return | -8.83% | 1287.37%-1296.2pp | 850.88%-859.7pp | 519.73%-528.6pp |
| Employer contribution / active EE | $3,594 | $4,222-14.9% | $3,631-1.0% | $4,779-24.8% |
| Participant deferral / active EE | $2,009 | $4,682-57.1% | $4,082-50.8% | $5,609-64.2% |
| Admin fee / account holder | $18 | $6,674-99.7% | $5,478-99.7% | $10,827-99.8% |