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 | $10,504 | $107,334-90.2% | $92,893-88.7% | $152,861-93.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 34.91% | 145.58%-110.7pp | 109.41%-74.5pp | 345.32%-310.4pp |
| Employer contribution / active EE | $2,266 | $4,221-46.3% | $3,653-38.0% | $4,762-52.4% |
| Participant deferral / active EE | $2,449 | $4,845-49.5% | $4,236-42.2% | $5,850-58.1% |
| Admin fee / account holder | $33 | $7,079-99.5% | $5,794-99.4% | $11,596-99.7% |