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 4-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 | $16,180 | $148,534-89.1% | $135,903-88.1% | $139,434-88.4% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 56.77% | 79.19%-22.4pp | 68.23%-11.5pp | 372.94%-316.2pp |
| Employer contribution / active EE | $3,992 | $5,243-23.9% | $4,856-17.8% | $4,751-16.0% |
| Participant deferral / active EE | $7,704 | $8,100-4.9% | $7,758-0.7% | $6,710+14.8% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |