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 | $8,876 | $102,616-91.4% | $81,983-89.2% | $158,922-94.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 20.60% | 61.04%-40.4pp | 41.31%-20.7pp | 302.83%-282.2pp |
| Employer contribution / active EE | $869 | $3,240-73.2% | $2,498-65.2% | $4,761-81.8% |
| Participant deferral / active EE | $1,357 | $4,648-70.8% | $3,722-63.5% | $5,982-77.3% |
| Admin fee / account holder | $113 | $8,235-98.6% | $5,664-98.0% | $11,246-99.0% |