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 7-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 | $19,887 | $155,788-87.2% | $124,672-84.0% | $167,490-88.1% |
| Participation rate | 83.3% | 81.1%+2.2pp | 74.6%+8.7pp | 82.1%+1.2pp |
| Annual return | 68.65% | 17.97%+50.7pp | 5142.93%-5074.3pp | 478.56%-409.9pp |
| Employer contribution / active EE | $2,440 | $4,163-41.4% | $3,324-26.6% | $4,837-49.6% |
| Participant deferral / active EE | $5,870 | $5,673+3.5% | $4,614+27.2% | $6,341-7.4% |
| Admin fee / account holder | $152 | $9,531-98.4% | $7,493-98.0% | $12,309-98.8% |