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 | $8,845 | $104,664-91.5% | $85,682-89.7% | $167,490-94.7% |
| Participation rate | 95.7% | 76.4%+19.3pp | 69.9%+25.8pp | 82.1%+13.5pp |
| Annual return | 10.74% | 21.45%-10.7pp | 21.49%-10.8pp | 478.56%-467.8pp |
| Employer contribution / active EE | $1,029 | $3,337-69.2% | $2,618-60.7% | $4,837-78.7% |
| Participant deferral / active EE | $2,098 | $4,824-56.5% | $3,923-46.5% | $6,341-66.9% |
| Admin fee / account holder | $273 | $10,032-97.3% | $6,873-96.0% | $12,309-97.8% |