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 | $5,590 | $91,190-93.9% | $178,490-96.9% | $79,858-93.0% |
| Participation rate | 76.7% | 69.2%+7.5pp | 81.9%-5.2pp | 69.6%+7.1pp |
| Annual return | 19.35% | 24.19%-4.8pp | 151.07%-131.7pp | 31.71%-12.4pp |
| Employer contribution / active EE | $634 | $3,256-80.5% | $5,011-87.4% | $2,471-74.3% |
| Participant deferral / active EE | $1,000 | $3,236-69.1% | $5,202-80.8% | $3,740-73.3% |
| Admin fee / account holder | $110 | $6,751-98.4% | $13,984-99.2% | $5,306-97.9% |