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 | $4,623 | $118,849-96.1% | $96,562-95.2% | $167,490-97.2% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 18.87% | 50.49%-31.6pp | 37.78%-18.9pp | 478.56%-459.7pp |
| Employer contribution / active EE | $525 | $3,120-83.2% | $2,356-77.7% | $4,837-89.2% |
| Participant deferral / active EE | $2,449 | $4,616-47.0% | $3,849-36.4% | $6,341-61.4% |
| Admin fee / account holder | $269 | $8,065-96.7% | $6,181-95.6% | $12,309-97.8% |