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 | $9,224 | $162,781-94.3% | $133,956-93.1% | $158,922-94.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 44.75% | 41.94%+2.8pp | 45.09%-0.3pp | 302.83%-258.1pp |
| Employer contribution / active EE | $968 | $4,975-80.5% | $3,919-75.3% | $4,761-79.7% |
| Participant deferral / active EE | $3,873 | $5,911-34.5% | $5,048-23.3% | $5,982-35.3% |
| Admin fee / account holder | $30 | $11,736-99.7% | $8,927-99.7% | $11,246-99.7% |