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 | $9,564 | $58,927-83.8% | $76,817-87.6% | $72,985-86.9% |
| Participation rate | 98.0% | 67.3%+30.6pp | 72.1%+25.9pp | 69.5%+28.5pp |
| Annual return | 19.06% | 2305.64%-2286.6pp | 1166.11%-1147.0pp | 81.00%-61.9pp |
| Employer contribution / active EE | $2,556 | $1,787+43.0% | $2,302+11.0% | $2,440+4.7% |
| Participant deferral / active EE | $2,269 | $2,690-15.7% | $3,336-32.0% | $3,607-37.1% |
| Admin fee / account holder | $46 | $4,013-98.8% | $6,420-99.3% | $5,124-99.1% |