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 3-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 | $7,713 | $111,724-93.1% | $93,606-91.8% | $145,922-94.7% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.5pp |
| Annual return | 38.12% | 202.98%-164.9pp | 133.20%-95.1pp | 561.29%-523.2pp |
| Employer contribution / active EE | $1,800 | $3,090-41.7% | $2,420-25.6% | $4,660-61.4% |
| Participant deferral / active EE | $2,846 | $4,912-42.1% | $4,411-35.5% | $6,688-57.4% |
| Admin fee / account holder | $31 | $10,250-99.7% | $8,285-99.6% | $13,397-99.8% |