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 | $12,237 | $89,355-86.3% | $141,162-91.3% | $72,985-83.2% |
| Participation rate | 75.8% | 75.1%+0.6pp | 82.5%-6.7pp | 69.5%+6.3pp |
| Annual return | 36.38% | 111.85%-75.5pp | 71.39%-35.0pp | 81.00%-44.6pp |
| Employer contribution / active EE | $3,088 | $3,114-0.9% | $4,735-34.8% | $2,440+26.6% |
| Participant deferral / active EE | $3,924 | $5,418-27.6% | $6,709-41.5% | $3,607+8.8% |
| Admin fee / account holder | $263 | $5,958-95.6% | $10,261-97.4% | $5,124-94.9% |