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 | $11,507 | $76,000-84.9% | $154,107-92.5% | $64,186-82.1% |
| Participation rate | 92.6% | 70.4%+22.2pp | 83.0%+9.6pp | 69.6%+23.0pp |
| Annual return | 18.73% | 30.32%-11.6pp | 735.12%-716.4pp | 7.63%+11.1pp |
| Employer contribution / active EE | $630 | $3,351-81.2% | $5,298-88.1% | $2,381-73.6% |
| Participant deferral / active EE | $1,683 | $3,175-47.0% | $5,081-66.9% | $3,470-51.5% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |