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 | $9,180 | $106,890-91.4% | $84,015-89.1% | $152,861-94.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 32.89% | 104.99%-72.1pp | 71.31%-38.4pp | 345.32%-312.4pp |
| Employer contribution / active EE | $1,336 | $2,734-51.1% | $1,983-32.6% | $4,762-71.9% |
| Participant deferral / active EE | $3,476 | $4,011-13.4% | $3,239+7.3% | $5,850-40.6% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |