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 | $18,631 | $113,339-83.6% | $94,993-80.4% | $147,584-87.4% |
| Participation rate | 90.9% | 78.0%+12.9pp | 73.9%+17.0pp | 82.8%+8.1pp |
| Annual return | 11.92% | 20.77%-8.8pp | 27.12%-15.2pp | 578.55%-566.6pp |
| Employer contribution / active EE | $642 | $3,160-79.7% | $2,603-75.3% | $4,876-86.8% |
| Participant deferral / active EE | $1,839 | $3,777-51.3% | $3,317-44.5% | $5,439-66.2% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |