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 | $12,875 | $117,841-89.1% | $102,423-87.4% | $145,922-91.2% |
| Participation rate | 94.4% | 78.6%+15.9pp | 76.5%+18.0pp | 80.3%+14.2pp |
| Annual return | 17.53% | 31.65%-14.1pp | 29.32%-11.8pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,278 | $3,615-64.6% | $3,023-57.7% | $4,660-72.6% |
| Participant deferral / active EE | $4,914 | $5,731-14.3% | $5,053-2.8% | $6,688-26.5% |
| Admin fee / account holder | $88 | $13,326-99.3% | $9,451-99.1% | $13,397-99.3% |