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 | $6,707 | $104,907-93.6% | $84,611-92.1% | $152,861-95.6% |
| Participation rate | 88.9% | 74.8%+14.1pp | 68.2%+20.7pp | 82.4%+6.4pp |
| Annual return | 59.20% | 373.79%-314.6pp | 258.74%-199.5pp | 345.32%-286.1pp |
| Employer contribution / active EE | $1,711 | $3,302-48.2% | $2,652-35.5% | $4,762-64.1% |
| Participant deferral / active EE | $5,316 | $4,688+13.4% | $3,899+36.3% | $5,850-9.1% |
| Admin fee / account holder | $13 | $6,241-99.8% | $4,912-99.7% | $11,596-99.9% |