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 | $10,837 | $126,574-91.4% | $106,213-89.8% | $145,922-92.6% |
| Participation rate | 94.1% | 77.6%+16.5pp | 75.3%+18.8pp | 80.3%+13.8pp |
| Annual return | 13.94% | 224.79%-210.8pp | 116.14%-102.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,442 | $3,730-61.4% | $3,171-54.5% | $4,660-69.1% |
| Participant deferral / active EE | $3,165 | $5,724-44.7% | $5,016-36.9% | $6,688-52.7% |
| Admin fee / account holder | $221 | $17,304-98.7% | $11,033-98.0% | $13,397-98.4% |