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 6-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 | $14,490 | $112,096-87.1% | $95,952-84.9% | $158,922-90.9% |
| Participation rate | 76.9% | 79.0%-2.1pp | 77.1%-0.2pp | 82.0%-5.0pp |
| Annual return | 31.93% | 171.09%-139.2pp | 91.61%-59.7pp | 302.83%-270.9pp |
| Employer contribution / active EE | $2,735 | $3,198-14.5% | $2,541+7.7% | $4,761-42.5% |
| Participant deferral / active EE | $2,981 | $4,784-37.7% | $4,167-28.5% | $5,982-50.2% |
| Admin fee / account holder | $82 | $10,130-99.2% | $6,795-98.8% | $11,246-99.3% |