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 | $13,076 | $52,953-75.3% | $172,739-92.4% | $65,185-79.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 18.95% | 30.12%-11.2pp | 802.84%-783.9pp | 29.38%-10.4pp |
| Employer contribution / active EE | $1,706 | $2,190-22.1% | $5,143-66.8% | $2,177-21.6% |
| Participant deferral / active EE | $2,930 | $2,471+18.6% | $5,198-43.6% | $3,514-16.6% |
| Admin fee / account holder | $76 | $472-83.8% | $13,954-99.5% | $847-91.0% |