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 9-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 | $15,535 | $157,256-90.1% | $141,162-89.0% | $152,861-89.8% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 55.29% | 64.32%-9.0pp | 71.39%-16.1pp | 345.32%-290.0pp |
| Employer contribution / active EE | $2,996 | $5,261-43.0% | $4,735-36.7% | $4,762-37.1% |
| Participant deferral / active EE | $5,582 | $7,109-21.5% | $6,709-16.8% | $5,850-4.6% |
| Admin fee / account holder | $216 | $12,120-98.2% | $10,261-97.9% | $11,596-98.1% |