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 3-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 | $19,152 | $89,753-78.7% | $107,525-82.2% | $84,808-77.4% |
| Participation rate | 89.8% | 68.1%+21.7pp | 75.1%+14.7pp | 68.3%+21.5pp |
| Annual return | 89.17% | 29.48%+59.7pp | 181.32%-92.1pp | 40.90%+48.3pp |
| Employer contribution / active EE | $1,646 | $3,113-47.1% | $3,754-56.1% | $2,631-37.4% |
| Participant deferral / active EE | $6,333 | $4,056+56.1% | $5,116+23.8% | $4,212+50.4% |
| Admin fee / account holder | $171 | $7,222-97.6% | $8,919-98.1% | $7,344-97.7% |