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 | $5,168 | $65,365-92.1% | $92,893-94.4% | $72,985-92.9% |
| Participation rate | 73.5% | 68.3%+5.2pp | 76.0%-2.5pp | 69.5%+4.0pp |
| Annual return | 70.21% | 42.10%+28.1pp | 109.41%-39.2pp | 81.00%-10.8pp |
| Employer contribution / active EE | $1,423 | $2,594-45.1% | $3,653-61.0% | $2,440-41.7% |
| Participant deferral / active EE | $1,744 | $3,128-44.2% | $4,236-58.8% | $3,607-51.6% |
| Admin fee / account holder | $155 | $4,251-96.4% | $5,794-97.3% | $5,124-97.0% |