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 | $14,963 | $157,256-90.5% | $141,162-89.4% | $152,861-90.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 79.57% | 64.32%+15.2pp | 71.39%+8.2pp | 345.32%-265.7pp |
| Employer contribution / active EE | $1,027 | $5,261-80.5% | $4,735-78.3% | $4,762-78.4% |
| Participant deferral / active EE | $4,348 | $7,109-38.8% | $6,709-35.2% | $5,850-25.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |