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 | $9,302 | $85,202-89.1% | $172,739-94.6% | $72,985-87.3% |
| Participation rate | 70.4% | 70.1%+0.3pp | 82.6%-12.3pp | 69.5%+0.9pp |
| Annual return | 67.02% | 27.32%+39.7pp | 802.84%-735.8pp | 81.00%-14.0pp |
| Employer contribution / active EE | $4,342 | $3,324+30.6% | $5,143-15.6% | $2,440+77.9% |
| Participant deferral / active EE | $2,741 | $3,260-15.9% | $5,198-47.3% | $3,607-24.0% |
| Admin fee / account holder | $57 | $5,884-99.0% | $13,954-99.6% | $5,124-98.9% |