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 | $9,962 | $63,355-84.3% | $91,989-89.2% | $72,985-86.4% |
| Participation rate | 96.0% | 72.5%+23.5pp | 78.6%+17.4pp | 69.5%+26.5pp |
| Annual return | 3398.04% | 35.35%+3362.7pp | 69.02%+3329.0pp | 81.00%+3317.0pp |
| Employer contribution / active EE | $1,124 | $2,116-46.9% | $3,452-67.4% | $2,440-53.9% |
| Participant deferral / active EE | $3,766 | $4,883-22.9% | $5,923-36.4% | $3,607+4.4% |
| Admin fee / account holder | $66 | $4,668-98.6% | $7,743-99.2% | $5,124-98.7% |