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 | $13,329 | $97,757-86.4% | $83,848-84.1% | $135,375-90.2% |
| Participation rate | 70.0% | 80.0%-10.0pp | 76.1%-6.1pp | 82.6%-12.6pp |
| Annual return | 45.13% | 1287.37%-1242.2pp | 850.88%-805.7pp | 519.73%-474.6pp |
| Employer contribution / active EE | $1,183 | $4,222-72.0% | $3,631-67.4% | $4,779-75.3% |
| Participant deferral / active EE | $4,683 | $4,6820% | $4,082+14.7% | $5,609-16.5% |
| Admin fee / account holder | $18 | $6,674-99.7% | $5,478-99.7% | $10,827-99.8% |