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 | $8,914 | $101,069-91.2% | $81,478-89.1% | $147,584-94.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 18.19% | 32.40%-14.2pp | 38.78%-20.6pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,037 | $3,205-67.6% | $2,568-59.6% | $4,876-78.7% |
| Participant deferral / active EE | $4,758 | $4,242+12.2% | $3,537+34.5% | $5,439-12.5% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |