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 5-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 | $8,156 | $114,047-92.8% | $96,139-91.5% | $167,490-95.1% |
| Participation rate | 71.4% | 75.1%-3.6pp | 68.4%+3.0pp | 82.1%-10.7pp |
| Annual return | 31.78% | 189.88%-158.1pp | 191.94%-160.2pp | 478.56%-446.8pp |
| Employer contribution / active EE | $1,366 | $3,427-60.1% | $2,797-51.2% | $4,837-71.8% |
| Participant deferral / active EE | $2,792 | $5,194-46.2% | $4,349-35.8% | $6,341-56.0% |
| Admin fee / account holder | $73 | $6,897-98.9% | $5,537-98.7% | $12,309-99.4% |