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 | $19,133 | $124,319-84.6% | $111,297-82.8% | $167,490-88.6% |
| Participation rate | 91.7% | 79.6%+12.1pp | 77.3%+14.4pp | 82.1%+9.6pp |
| Annual return | 19.11% | 37.44%-18.3pp | 54.65%-35.5pp | 478.56%-459.5pp |
| Employer contribution / active EE | $2,271 | $3,435-33.9% | $2,731-16.8% | $4,837-53.0% |
| Participant deferral / active EE | $4,095 | $5,180-20.9% | $4,487-8.7% | $6,341-35.4% |
| Admin fee / account holder | $7 | $10,618-99.9% | $7,964-99.9% | $12,309-99.9% |