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 | $6,991 | $159,901-95.6% | $146,958-95.2% | $145,922-95.2% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 9.99% | 98.13%-88.1pp | 418.34%-408.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,231 | $5,286-76.7% | $4,933-75.0% | $4,660-73.6% |
| Participant deferral / active EE | $3,771 | $8,428-55.3% | $8,070-53.3% | $6,688-43.6% |
| Admin fee / account holder | $269 | $15,044-98.2% | $12,998-97.9% | $13,397-98.0% |