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 3-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 | $15,492 | $77,314-80.0% | $177,989-91.3% | $80,856-80.8% |
| Participation rate | 95.2% | 65.7%+29.5pp | 77.1%+18.2pp | 67.6%+27.6pp |
| Annual return | 16.70% | 18.09%-1.4pp | 294.48%-277.8pp | 35.59%-18.9pp |
| Employer contribution / active EE | $3,234 | $2,292+41.1% | $3,949-18.1% | $2,755+17.4% |
| Participant deferral / active EE | $5,479 | $4,411+24.2% | $6,276-12.7% | $4,296+27.5% |
| Admin fee / account holder | $290 | $7,191-96.0% | $10,363-97.2% | $6,918-95.8% |