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 | $2,787 | $91,190-96.9% | $178,490-98.4% | $79,858-96.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 26.53% | 24.19%+2.3pp | 151.07%-124.5pp | 31.71%-5.2pp |
| Employer contribution / active EE | $809 | $3,256-75.1% | $5,011-83.8% | $2,471-67.2% |
| Participant deferral / active EE | $974 | $3,236-69.9% | $5,202-81.3% | $3,740-74.0% |
| Admin fee / account holder | $8 | $6,751-99.9% | $13,984-99.9% | $5,306-99.9% |