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 6-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 | $15,186 | $77,145-80.3% | $108,410-86.0% | $85,850-82.3% |
| Participation rate | 98.1% | 74.7%+23.4pp | 80.1%+18.0pp | 69.3%+28.8pp |
| Annual return | 271.80% | 44.54%+227.3pp | 905.27%-633.5pp | 318.53%-46.7pp |
| Employer contribution / active EE | $1,185 | $2,379-50.2% | $3,558-66.7% | $2,565-53.8% |
| Participant deferral / active EE | $3,606 | $5,566-35.2% | $6,563-45.1% | $3,952-8.7% |
| Admin fee / account holder | $291 | $5,172-94.4% | $7,295-96.0% | $6,260-95.3% |