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 | $5,702 | $118,849-95.2% | $96,562-94.1% | $167,490-96.6% |
| Participation rate | 95.8% | 75.5%+20.4pp | 69.8%+26.0pp | 82.1%+13.7pp |
| Annual return | 45.55% | 50.49%-4.9pp | 37.78%+7.8pp | 478.56%-433.0pp |
| Employer contribution / active EE | $545 | $3,120-82.5% | $2,356-76.9% | $4,837-88.7% |
| Participant deferral / active EE | $2,120 | $4,616-54.1% | $3,849-44.9% | $6,341-66.6% |
| Admin fee / account holder | $17 | $8,065-99.8% | $6,181-99.7% | $12,309-99.9% |