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 | $13,751 | $124,319-88.9% | $111,297-87.6% | $167,490-91.8% |
| Participation rate | 86.7% | 79.6%+7.1pp | 77.3%+9.4pp | 82.1%+4.6pp |
| Annual return | 14.86% | 37.44%-22.6pp | 54.65%-39.8pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,967 | $3,435-42.7% | $2,731-28.0% | $4,837-59.3% |
| Participant deferral / active EE | $3,286 | $5,180-36.6% | $4,487-26.8% | $6,341-48.2% |
| Admin fee / account holder | $8 | $10,618-99.9% | $7,964-99.9% | $12,309-99.9% |