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 5-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 | $15,223 | $150,187-89.9% | $120,354-87.4% | $145,922-89.6% |
| Participation rate | 83.3% | 78.8%+4.6pp | 71.9%+11.4pp | 80.3%+3.1pp |
| Annual return | 11.45% | 154.07%-142.6pp | 107.15%-95.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,002 | $4,348-77.0% | $3,463-71.1% | $4,660-78.5% |
| Participant deferral / active EE | $4,747 | $6,173-23.1% | $4,991-4.9% | $6,688-29.0% |
| Admin fee / account holder | $147 | $12,207-98.8% | $9,423-98.4% | $13,397-98.9% |