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 | $15,695 | $175,202-91.0% | $149,673-89.5% | $139,434-88.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 19.39% | 166.71%-147.3pp | 134.42%-115.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,590 | $5,474-52.7% | $4,818-46.2% | $4,751-45.5% |
| Participant deferral / active EE | $3,558 | $6,519-45.4% | $5,680-37.4% | $6,710-47.0% |
| Admin fee / account holder | $22 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |