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 7-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 | $8,054 | $100,852-92.0% | $90,404-91.1% | $158,922-94.9% |
| Participation rate | 78.6% | 75.0%+3.6pp | 72.7%+5.9pp | 82.0%-3.4pp |
| Annual return | 25.75% | 1724.20%-1698.5pp | 1293.02%-1267.3pp | 302.83%-277.1pp |
| Employer contribution / active EE | $961 | $3,689-73.9% | $3,262-70.5% | $4,761-79.8% |
| Participant deferral / active EE | $1,509 | $4,348-65.3% | $3,963-61.9% | $5,982-74.8% |
| Admin fee / account holder | $24 | $6,501-99.6% | $5,611-99.6% | $11,246-99.8% |