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 | $15,519 | $165,335-90.6% | $149,696-89.6% | $158,922-90.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 829.74% | 348.15%+481.6pp | 276.60%+553.1pp | 302.83%+526.9pp |
| Employer contribution / active EE | $2,246 | $5,103-56.0% | $4,644-51.6% | $4,761-52.8% |
| Participant deferral / active EE | $6,373 | $7,181-11.3% | $6,842-6.9% | $5,982+6.5% |
| Admin fee / account holder | $33 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |