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 | $6,526 | $176,377-96.3% | $134,143-95.1% | $158,922-95.9% |
| Participation rate | 93.8% | 78.7%+15.0pp | 72.2%+21.6pp | 82.0%+11.8pp |
| Annual return | 34.24% | 63.63%-29.4pp | 36.33%-2.1pp | 302.83%-268.6pp |
| Employer contribution / active EE | $507 | $5,040-89.9% | $3,704-86.3% | $4,761-89.3% |
| Participant deferral / active EE | $889 | $4,091-78.3% | $3,499-74.6% | $5,982-85.1% |
| Admin fee / account holder | $178 | $8,718-98.0% | $6,684-97.3% | $11,246-98.4% |