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 7-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 | $23,233 | $102,317-77.3% | $146,958-84.2% | $80,856-71.3% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 29.47% | 134.76%-105.3pp | 418.34%-388.9pp | 35.59%-6.1pp |
| Employer contribution / active EE | $1,199 | $3,713-67.7% | $4,933-75.7% | $2,755-56.5% |
| Participant deferral / active EE | $3,182 | $6,644-52.1% | $8,070-60.6% | $4,296-25.9% |
| Admin fee / account holder | $156 | $7,941-98.0% | $12,998-98.8% | $6,918-97.7% |