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 | $16,204 | $116,175-86.1% | $93,606-82.7% | $152,861-89.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 30.30% | 35.96%-5.7pp | 32.76%-2.5pp | 345.32%-315.0pp |
| Employer contribution / active EE | $1,780 | $3,218-44.7% | $2,718-34.5% | $4,762-62.6% |
| Participant deferral / active EE | $7,776 | $4,603+68.9% | $4,069+91.1% | $5,850+32.9% |
| Admin fee / account holder | $62 | $10,748-99.4% | $7,888-99.2% | $11,596-99.5% |