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 | $11,163 | $107,334-89.6% | $92,893-88.0% | $152,861-92.7% |
| Participation rate | 84.2% | 79.8%+4.4pp | 76.0%+8.2pp | 82.4%+1.8pp |
| Annual return | 13.36% | 145.58%-132.2pp | 109.41%-96.1pp | 345.32%-332.0pp |
| Employer contribution / active EE | $1,779 | $4,221-57.8% | $3,653-51.3% | $4,762-62.6% |
| Participant deferral / active EE | $3,513 | $4,845-27.5% | $4,236-17.1% | $5,850-39.9% |
| Admin fee / account holder | $63 | $7,079-99.1% | $5,794-98.9% | $11,596-99.5% |