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 7-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 | $15,086 | $115,770-87.0% | $101,248-85.1% | $158,922-90.5% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 42.41% | 56.14%-13.7pp | 46.47%-4.1pp | 302.83%-260.4pp |
| Employer contribution / active EE | $2,516 | $4,175-39.7% | $3,660-31.2% | $4,761-47.1% |
| Participant deferral / active EE | $4,635 | $4,957-6.5% | $4,370+6.1% | $5,982-22.5% |
| Admin fee / account holder | $92 | $7,245-98.7% | $5,945-98.5% | $11,246-99.2% |