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 | $6,056 | $209,411-97.1% | $178,490-96.6% | $158,922-96.2% |
| Participation rate | 92.9% | 86.3%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 117.66% | 188.75%-71.1pp | 151.07%-33.4pp | 302.83%-185.2pp |
| Employer contribution / active EE | $2,017 | $5,706-64.7% | $5,011-59.8% | $4,761-57.6% |
| Participant deferral / active EE | $2,801 | $5,954-53.0% | $5,202-46.2% | $5,982-53.2% |
| Admin fee / account holder | $12 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |