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 | $10,979 | $175,202-93.7% | $149,673-92.7% | $139,434-92.1% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 27.08% | 166.71%-139.6pp | 134.42%-107.3pp | 372.94%-345.9pp |
| Employer contribution / active EE | $1,796 | $5,474-67.2% | $4,818-62.7% | $4,751-62.2% |
| Participant deferral / active EE | $3,045 | $6,519-53.3% | $5,680-46.4% | $6,710-54.6% |
| Admin fee / account holder | $90 | $16,150-99.4% | $13,210-99.3% | $11,403-99.2% |