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 9-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 | $16,889 | $124,319-86.4% | $111,297-84.8% | $167,490-89.9% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 16.74% | 37.44%-20.7pp | 54.65%-37.9pp | 478.56%-461.8pp |
| Employer contribution / active EE | $1,522 | $3,435-55.7% | $2,731-44.3% | $4,837-68.5% |
| Participant deferral / active EE | $2,202 | $5,180-57.5% | $4,487-50.9% | $6,341-65.3% |
| Admin fee / account holder | $64 | $10,618-99.4% | $7,964-99.2% | $12,309-99.5% |