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 | $22,298 | $209,411-89.4% | $178,490-87.5% | $158,922-86.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 29.37% | 188.75%-159.4pp | 151.07%-121.7pp | 302.83%-273.5pp |
| Employer contribution / active EE | $3,162 | $5,706-44.6% | $5,011-36.9% | $4,761-33.6% |
| Participant deferral / active EE | $5,737 | $5,954-3.7% | $5,202+10.3% | $5,982-4.1% |
| Admin fee / account holder | $67 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |