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 8-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 | $12,540 | $183,519-93.2% | $155,509-91.9% | $145,922-91.4% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 14.95% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,922 | $5,313-63.8% | $4,672-58.9% | $4,660-58.7% |
| Participant deferral / active EE | $2,369 | $6,462-63.3% | $5,626-57.9% | $6,688-64.6% |
| Admin fee / account holder | $81 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |