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 | $10,468 | $107,334-90.2% | $92,893-88.7% | $152,861-93.2% |
| Participation rate | 84.2% | 79.8%+4.4pp | 76.0%+8.2pp | 82.4%+1.8pp |
| Annual return | 26.32% | 145.58%-119.3pp | 109.41%-83.1pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,390 | $4,221-67.1% | $3,653-61.9% | $4,762-70.8% |
| Participant deferral / active EE | $2,684 | $4,845-44.6% | $4,236-36.6% | $5,850-54.1% |
| Admin fee / account holder | $50 | $7,079-99.3% | $5,794-99.1% | $11,596-99.6% |