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 | $13,019 | $226,064-94.2% | $182,532-92.9% | $152,861-91.5% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.0%+0.6pp | 82.4%-3.9pp |
| Annual return | 196.27% | 192.51%+3.8pp | 148.54%+47.7pp | 345.32%-149.1pp |
| Employer contribution / active EE | $1,743 | $4,978-65.0% | $4,076-57.2% | $4,762-63.4% |
| Participant deferral / active EE | $4,774 | $6,368-25.0% | $5,524-13.6% | $5,850-18.4% |
| Admin fee / account holder | $13 | $10,703-99.9% | $8,592-99.8% | $11,596-99.9% |