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 | $10,910 | $105,126-89.6% | $94,646-88.5% | $139,434-92.2% |
| Participation rate | 91.7% | 82.4%+9.3pp | 80.8%+10.8pp | 80.3%+11.3pp |
| Annual return | 44.66% | 38.03%+6.6pp | 156.71%-112.0pp | 372.94%-328.3pp |
| Employer contribution / active EE | $2,120 | $4,106-48.4% | $3,672-42.3% | $4,751-55.4% |
| Participant deferral / active EE | $4,361 | $7,599-42.6% | $7,418-41.2% | $6,710-35.0% |
| Admin fee / account holder | $53 | $8,984-99.4% | $7,231-99.3% | $11,403-99.5% |