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 | $7,942 | $89,355-91.1% | $141,162-94.4% | $72,985-89.1% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 45.71% | 111.85%-66.1pp | 71.39%-25.7pp | 81.00%-35.3pp |
| Employer contribution / active EE | $1,346 | $3,114-56.8% | $4,735-71.6% | $2,440-44.8% |
| Participant deferral / active EE | $3,608 | $5,418-33.4% | $6,709-46.2% | $3,6070% |
| Admin fee / account holder | $124 | $5,958-97.9% | $10,261-98.8% | $5,124-97.6% |