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 4-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 | $12,375 | $126,574-90.2% | $106,213-88.3% | $145,922-91.5% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 22.90% | 224.79%-201.9pp | 116.14%-93.2pp | 561.29%-538.4pp |
| Employer contribution / active EE | $830 | $3,730-77.8% | $3,171-73.8% | $4,660-82.2% |
| Participant deferral / active EE | $2,379 | $5,724-58.4% | $5,016-52.6% | $6,688-64.4% |
| Admin fee / account holder | $25 | $17,304-99.9% | $11,033-99.8% | $13,397-99.8% |