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 | $11,358 | $53,127-78.6% | $86,590-86.9% | $70,131-83.8% |
| Participation rate | 76.4% | 65.3%+11.1pp | 73.5%+2.9pp | 69.5%+6.9pp |
| Annual return | 39.83% | 27.66%+12.2pp | 964.84%-925.0pp | 73.14%-33.3pp |
| Employer contribution / active EE | $1,827 | $2,068-11.7% | $2,839-35.7% | $2,342-22.0% |
| Participant deferral / active EE | $5,135 | $2,696+90.5% | $3,609+42.3% | $3,332+54.1% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |