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 10-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 | $8,408 | $93,346-91.0% | $71,796-88.3% | $273,961-96.9% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.1%+2.3pp | 83.0%-11.6pp |
| Annual return | 9.17% | 130.39%-121.2pp | 78.04%-68.9pp | 41.45%-32.3pp |
| Employer contribution / active EE | $511 | $2,733-81.3% | $1,924-73.4% | $4,869-89.5% |
| Participant deferral / active EE | $745 | $3,475-78.6% | $2,794-73.4% | $5,287-85.9% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |