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 | $13,749 | $72,492-81.0% | $87,100-84.2% | $72,985-81.2% |
| Participation rate | 73.0% | 72.8%+0.2pp | 76.9%-3.9pp | 69.5%+3.5pp |
| Annual return | 520.80% | 24.46%+496.3pp | 28.19%+492.6pp | 81.00%+439.8pp |
| Employer contribution / active EE | $2,208 | $1,894+16.6% | $2,521-12.4% | $2,440-9.5% |
| Participant deferral / active EE | $3,778 | $3,270+15.5% | $4,049-6.7% | $3,607+4.7% |
| Admin fee / account holder | $217 | $5,055-95.7% | $7,497-97.1% | $5,124-95.8% |