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 | $3,166 | $77,813-95.9% | $123,544-97.4% | $64,186-95.1% |
| Participation rate | 79.7% | 74.7%+5.0pp | 82.3%-2.6pp | 69.6%+10.1pp |
| Annual return | 9.35% | 12.48%-3.1pp | 119.20%-109.8pp | 7.63%+1.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,509 | $5,240-52.1% | $6,426-61.0% | $3,470-27.7% |
| Admin fee / account holder | $179 | $5,519-96.8% | $9,284-98.1% | $4,888-96.3% |