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 | $8,025 | $85,790-90.6% | $67,313-88.1% | $135,375-94.1% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 82.6%+6.2pp |
| Annual return | 586.88% | -0.54%+587.4pp | -4.08%+591.0pp | 519.73%+67.2pp |
| Employer contribution / active EE | $891 | $3,487-74.5% | $2,566-65.3% | $4,779-81.4% |
| Participant deferral / active EE | $3,381 | $4,651-27.3% | $3,568-5.2% | $5,609-39.7% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |