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 | $14,798 | $115,770-87.2% | $101,248-85.4% | $158,922-90.7% |
| Participation rate | 77.3% | 79.4%-2.1pp | 75.8%+1.5pp | 82.0%-4.7pp |
| Annual return | 17.62% | 56.14%-38.5pp | 46.47%-28.9pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,780 | $4,175-57.4% | $3,660-51.4% | $4,761-62.6% |
| Participant deferral / active EE | $2,539 | $4,957-48.8% | $4,370-41.9% | $5,982-57.5% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |