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 | $13,033 | $97,757-86.7% | $83,848-84.5% | $135,375-90.4% |
| Participation rate | 93.3% | 80.0%+13.4pp | 76.1%+17.2pp | 82.6%+10.7pp |
| Annual return | -7.07% | 1287.37%-1294.4pp | 850.88%-858.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,713 | $4,222-59.4% | $3,631-52.8% | $4,779-64.2% |
| Participant deferral / active EE | $4,957 | $4,682+5.9% | $4,082+21.4% | $5,609-11.6% |
| Admin fee / account holder | $90 | $6,674-98.7% | $5,478-98.4% | $10,827-99.2% |