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 | $9,488 | $44,103-78.5% | $75,826-87.5% | $64,186-85.2% |
| Participation rate | 94.9% | 62.7%+32.1pp | 68.2%+26.7pp | 69.6%+25.3pp |
| Annual return | 33.16% | -4.72%+37.9pp | 1914.15%-1881.0pp | 7.63%+25.5pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,950 | $2,204-11.5% | $2,862-31.9% | $3,470-43.8% |
| Admin fee / account holder | $70 | $3,506-98.0% | $4,726-98.5% | $4,888-98.6% |