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 8-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 | $15,575 | $152,587-89.8% | $125,175-87.6% | $152,861-89.8% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 37.46% | 54.84%-17.4pp | 43.79%-6.3pp | 345.32%-307.9pp |
| Employer contribution / active EE | $3,346 | $4,946-32.4% | $3,865-13.5% | $4,762-29.8% |
| Participant deferral / active EE | $4,906 | $5,868-16.4% | $4,937-0.6% | $5,850-16.1% |
| Admin fee / account holder | $41 | $13,434-99.7% | $9,702-99.6% | $11,596-99.7% |