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 4-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 | $8,988 | $102,604-91.2% | $86,188-89.6% | $139,434-93.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 23.69% | 1922.51%-1898.8pp | 1168.45%-1144.8pp | 372.94%-349.3pp |
| Employer contribution / active EE | $1,458 | $3,032-51.9% | $2,380-38.7% | $4,751-69.3% |
| Participant deferral / active EE | $2,656 | $4,676-43.2% | $3,985-33.4% | $6,710-60.4% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |