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 | $11,810 | $202,318-94.2% | $172,739-93.2% | $152,861-92.3% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 37.61% | 1029.65%-992.0pp | 802.84%-765.2pp | 345.32%-307.7pp |
| Employer contribution / active EE | $1,605 | $5,856-72.6% | $5,143-68.8% | $4,762-66.3% |
| Participant deferral / active EE | $4,286 | $5,948-27.9% | $5,198-17.5% | $5,850-26.7% |
| Admin fee / account holder | $286 | $17,109-98.3% | $13,954-98.0% | $11,596-97.5% |