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 7-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 | $8,654 | $96,484-91.0% | $75,886-88.6% | $152,861-94.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.3%+16.4pp | 82.4%+3.3pp |
| Annual return | 45.89% | 33.98%+11.9pp | 30.76%+15.1pp | 345.32%-299.4pp |
| Employer contribution / active EE | $3,974 | $3,309+20.1% | $2,500+59.0% | $4,762-16.5% |
| Participant deferral / active EE | $2,751 | $4,553-39.6% | $3,603-23.7% | $5,850-53.0% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |